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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,363 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,261 | $58,290+49.7% | $98,442-11.4% | $86,799+0.5% |
| Participation rate | 72.0% | 68.3%+3.7pp | 73.3%-1.3pp | 72.3%-0.3pp |
| Annual return | 11.67% | 43.48%-31.8pp | 1492.73%-1481.1pp | 97.91%-86.2pp |
| Employer contribution / active EE | $2,190 | $2,008+9.1% | $2,960-26.0% | $2,405-9.0% |
| Participant deferral / active EE | $4,765 | $3,152+51.1% | $4,276+11.4% | $4,131+15.3% |
| Admin fee / account holder | $40 | $138-71.0% | $5,949-99.3% | $170-76.4% |