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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,932 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,434 |
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 | $78,671 | $82,978-5.2% | $129,995-39.5% | $71,457+10.1% |
| Participation rate | 89.7% | 74.1%+15.6pp | 78.5%+11.2pp | 67.9%+21.8pp |
| Annual return | 17.14% | 20.60%-3.5pp | -137.18%+154.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,732 | $2,622+4.2% | $4,320-36.8% | $2,588+5.6% |
| Participant deferral / active EE | $3,689 | $4,432-16.8% | $5,820-36.6% | $4,289-14.0% |
| Admin fee / account holder | $73 | $1,729-95.8% | $10,614-99.3% | $1,587-95.4% |