See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $479,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | $71,752 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $17,348 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $863,684 | $74,462+1059.9% | $81,983+953.5% | $90,288+856.6% |
| Participation rate | 97.0% | 69.7%+27.3pp | 69.2%+27.8pp | 73.4%+23.6pp |
| Annual return | 17.81% | 17.56%+0.3pp | 41.31%-23.5pp | 53.97%-36.2pp |
| Employer contribution / active EE | $39,892 | $2,334+1608.9% | $2,498+1496.9% | $2,524+1480.4% |
| Participant deferral / active EE | $1,516 | $3,602-57.9% | $3,722-59.3% | $4,232-64.2% |
| Admin fee / account holder | $227 | $98+131.9% | $5,664-96.0% | $114+99.2% |