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) | $9,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,344 |
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 | $91,210 | $56,443+61.6% | $83,848+8.8% | $55,725+63.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -5.89% | 393.67%-399.6pp | 850.88%-856.8pp | 244.93%-250.8pp |
| Employer contribution / active EE | $17,447 | $2,682+550.6% | $3,631+380.5% | $2,078+739.6% |
| Participant deferral / active EE | $3,266 | $2,965+10.2% | $4,082-20.0% | $3,356-2.7% |
| Admin fee / account holder | $56 | $156-64.0% | $5,478-99.0% | $115-51.1% |