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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,553 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,616 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $312,134 | $89,355+249.3% | $141,162+121.1% | $72,985+327.7% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 22.36% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,193 | $3,114+34.6% | $4,735-11.5% | $2,440+71.8% |
| Participant deferral / active EE | $17,684 | $5,418+226.4% | $6,709+163.6% | $3,607+390.2% |
| Admin fee / account holder | $55 | $5,958-99.1% | $10,261-99.5% | $5,124-98.9% |