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) | $6,218 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
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 | $93,649 | $65,435+43.1% | $86,677+8.0% | $66,914+40.0% |
| Participation rate | 96.7% | 75.5%+21.3pp | 76.6%+20.1pp | 69.8%+26.9pp |
| Annual return | -17.74% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $4,933 | $2,153+129.1% | $2,836+73.9% | $2,544+93.9% |
| Participant deferral / active EE | $5,226 | $4,100+27.4% | $4,656+12.2% | $4,237+23.3% |
| Admin fee / account holder | $39 | $642-93.9% | $7,493-99.5% | $593-93.4% |