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) | $7,291 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,650 |
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 | $82,650 | $71,142+16.2% | $119,609-30.9% | $64,808+27.5% |
| Participation rate | 86.0% | 78.6%+7.4pp | 79.3%+6.8pp | 71.5%+14.6pp |
| Annual return | -15.39% | -10.01%-5.4pp | -14.97%-0.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,626 | $2,497-34.9% | $4,232-61.6% | $2,506-35.1% |
| Participant deferral / active EE | $6,024 | $4,490+34.2% | $5,602+7.5% | $4,310+39.8% |
| Admin fee / account holder | $44 | $162-73.0% | $10,323-99.6% | $188-76.7% |