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) | $5,235 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $119,969 | $65,376+83.5% | $87,100+37.7% | $65,185+84.0% |
| Participation rate | 97.5% | 75.3%+22.1pp | 76.9%+20.6pp | 70.2%+27.3pp |
| Annual return | 22.72% | 31.27%-8.6pp | 28.19%-5.5pp | 29.38%-6.7pp |
| Employer contribution / active EE | $4,400 | $1,822+141.4% | $2,521+74.5% | $2,177+102.1% |
| Participant deferral / active EE | $5,293 | $3,388+56.2% | $4,049+30.7% | $3,514+50.6% |
| Admin fee / account holder | $29 | $520-94.4% | $7,497-99.6% | $847-96.6% |