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) | $267,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,583 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $17,347 |
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 | $424,921 | $74,462+470.7% | $81,983+418.3% | $90,288+370.6% |
| Participation rate | 95.7% | 69.7%+26.0pp | 69.2%+26.4pp | 73.4%+22.3pp |
| Annual return | 19.16% | 17.56%+1.6pp | 41.31%-22.1pp | 53.97%-34.8pp |
| Employer contribution / active EE | $0 | $2,334-100.0% | $2,498-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $18,603 | $3,602+416.4% | $3,722+399.8% | $4,232+339.6% |
| Admin fee / account holder | $117 | $98+19.0% | $5,664-97.9% | $114+2.2% |