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 9-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) | $6,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $127,154 | $70,908+79.3% | $98,907+28.6% | $73,488+73.0% |
| Participation rate | 58.5% | 73.8%-15.3pp | 76.0%-17.5pp | 70.7%-12.2pp |
| Annual return | 16.08% | 34.17%-18.1pp | 196.43%-180.4pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,340 | $2,036-34.2% | $2,689-50.2% | $2,270-41.0% |
| Participant deferral / active EE | $2,805 | $3,500-19.9% | $4,244-33.9% | $3,740-25.0% |
| Admin fee / account holder | $57 | $535-89.3% | $6,642-99.1% | $513-88.8% |