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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,622 |
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 | $249,626 | $77,813+220.8% | $123,544+102.1% | $64,186+288.9% |
| Participation rate | 74.2% | 74.7%-0.6pp | 82.3%-8.1pp | 69.6%+4.6pp |
| Annual return | -4.45% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,553 | $3,014+17.9% | $4,628-23.2% | $2,381+49.2% |
| Participant deferral / active EE | $13,501 | $5,240+157.7% | $6,426+110.1% | $3,470+289.1% |
| Admin fee / account holder | $47 | $5,519-99.2% | $9,284-99.5% | $4,888-99.0% |