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 6-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,689 |
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 | $90,802 | $89,652+1.3% | $141,162-35.7% | $65,185+39.3% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.5%+12.7pp | 70.2%+24.9pp |
| Annual return | 23.87% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,588 | $3,065-48.2% | $4,735-66.5% | $2,177-27.1% |
| Participant deferral / active EE | $9,989 | $5,691+75.5% | $6,709+48.9% | $3,514+184.3% |
| Admin fee / account holder | $20 | $569-96.4% | $10,261-99.8% | $847-97.6% |