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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,676 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,378 | $44,764-36.6% | $68,791-58.7% | $64,808-56.2% |
| Participation rate | 71.1% | 64.8%+6.3pp | 69.0%+2.0pp | 71.5%-0.4pp |
| Annual return | -16.35% | -10.91%-5.4pp | -6.38%-10.0pp | 32.82%-49.2pp |
| Employer contribution / active EE | $591 | $1,775-66.7% | $2,655-77.7% | $2,506-76.4% |
| Participant deferral / active EE | $3,040 | $3,238-6.1% | $3,941-22.9% | $4,310-29.5% |
| Admin fee / account holder | $75 | $151-50.2% | $4,932-98.5% | $188-59.8% |