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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,476 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
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 | $143,336 | $73,638+94.6% | $95,952+49.4% | $73,488+95.0% |
| Participation rate | 97.0% | 76.2%+20.9pp | 77.1%+19.9pp | 70.7%+26.3pp |
| Annual return | 20.19% | 16.78%+3.4pp | 91.61%-71.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $4,768 | $1,863+155.9% | $2,541+87.7% | $2,270+110.0% |
| Participant deferral / active EE | $5,810 | $3,617+60.6% | $4,167+39.4% | $3,740+55.4% |
| Admin fee / account holder | $40 | $482-91.7% | $6,795-99.4% | $513-92.2% |