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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,231 |
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 | $215,333 | $79,519+170.8% | $95,952+124.4% | $73,409+193.3% |
| Participation rate | 88.4% | 81.2%+7.2pp | 77.1%+11.3pp | 72.2%+16.2pp |
| Annual return | 14.90% | 19.20%-4.3pp | 91.61%-76.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $3,280 | $2,048+60.2% | $2,541+29.1% | $2,234+46.8% |
| Participant deferral / active EE | $6,963 | $4,138+68.3% | $4,167+67.1% | $3,805+83.0% |
| Admin fee / account holder | -$136 | $184-173.6% | $6,795-102.0% | $158-185.9% |