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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $206,953 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,200 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $12,635 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,561 | $63,321+238.8% | $68,791+211.9% | $77,904+175.4% |
| Participation rate | 91.7% | 71.1%+20.6pp | 69.0%+22.7pp | 73.7%+18.0pp |
| Annual return | -18.77% | -6.50%-12.3pp | -6.38%-12.4pp | 12.21%-31.0pp |
| Employer contribution / active EE | $3,517 | $2,794+25.9% | $2,655+32.4% | $2,848+23.5% |
| Participant deferral / active EE | $11,452 | $4,029+184.2% | $3,941+190.6% | $4,806+138.3% |
| Admin fee / account holder | $138 | $104+32.6% | $4,932-97.2% | $133+4.3% |