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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,563 | $148,978+85.0% | $200,582+37.4% | $84,808+224.9% |
| Participation rate | 97.7% | 84.2%+13.5pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 13.18% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $8,444 | $4,815+75.4% | $6,419+31.5% | $2,631+220.9% |
| Participant deferral / active EE | $15,936 | $7,142+123.1% | $9,331+70.8% | $4,212+278.4% |
| Admin fee / account holder | $304 | $13,977-97.8% | $16,305-98.1% | $7,344-95.9% |