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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,066 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,469 |
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 | $354,751 | $98,750+259.2% | $149,696+137.0% | $79,858+344.2% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 15.58% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $5,051 | $3,216+57.0% | $4,644+8.7% | $2,471+104.4% |
| Participant deferral / active EE | $18,437 | $5,680+224.6% | $6,842+169.5% | $3,740+393.0% |
| Admin fee / account holder | $33 | $6,053-99.5% | $9,309-99.6% | $5,306-99.4% |