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) | $10,691 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,457 |
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 | $78,967 | $81,474-3.1% | $133,956-41.1% | $73,488+7.5% |
| Participation rate | 90.1% | 76.4%+13.8pp | 79.8%+10.3pp | 70.7%+19.4pp |
| Annual return | 17.81% | 19.40%-1.6pp | 45.09%-27.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $2,744 | $2,209+24.2% | $3,919-30.0% | $2,270+20.9% |
| Participant deferral / active EE | $3,305 | $3,786-12.7% | $5,048-34.5% | $3,740-11.6% |
| Admin fee / account holder | $63 | $713-91.2% | $8,927-99.3% | $513-87.8% |