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) | $16,203 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,927 |
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 | $191,041 | $72,254+164.4% | $86,677+120.4% | $64,808+194.8% |
| Participation rate | 82.0% | 80.4%+1.6pp | 76.6%+5.4pp | 71.5%+10.5pp |
| Annual return | -16.58% | 392.42%-409.0pp | 35.91%-52.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,969 | $2,393+24.1% | $2,836+4.7% | $2,506+18.5% |
| Participant deferral / active EE | $7,227 | $4,658+55.1% | $4,656+55.2% | $4,310+67.7% |
| Admin fee / account holder | -$207 | $174-218.9% | $7,493-102.8% | $188-210.1% |