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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $617,614 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,096 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $18,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $759,673 | $63,321+1099.7% | $68,791+1004.3% | $77,904+875.1% |
| Participation rate | 97.2% | 71.1%+26.0pp | 69.0%+28.1pp | 73.7%+23.5pp |
| Annual return | -18.01% | -6.50%-11.5pp | -6.38%-11.6pp | 12.21%-30.2pp |
| Employer contribution / active EE | $45,032 | $2,794+1512.0% | $2,655+1596.0% | $2,848+1481.4% |
| Participant deferral / active EE | $2,183 | $4,029-45.8% | $3,941-44.6% | $4,806-54.6% |
| Admin fee / account holder | $264 | $104+153.3% | $4,932-94.6% | $133+99.3% |