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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,243 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,460 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,094 | $86,655-14.5% | $119,609-38.1% | $66,914+10.7% |
| Participation rate | 88.4% | 75.6%+12.8pp | 79.3%+9.1pp | 69.8%+18.6pp |
| Annual return | -16.36% | -8.00%-8.4pp | -14.97%-1.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,850 | $2,536+12.4% | $4,232-32.7% | $2,544+12.0% |
| Participant deferral / active EE | $3,913 | $4,358-10.2% | $5,602-30.1% | $4,237-7.6% |
| Admin fee / account holder | $70 | $755-90.7% | $10,323-99.3% | $593-88.1% |