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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,706 |
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 | $80,071 | $59,186+35.3% | $76,768+4.3% | $56,287+42.3% |
| Participation rate | 94.8% | 75.2%+19.6pp | 77.0%+17.8pp | 69.9%+24.9pp |
| Annual return | -5.16% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,685 | $1,759-4.2% | $2,485-32.2% | $2,111-20.2% |
| Participant deferral / active EE | $4,119 | $3,255+26.5% | $3,852+6.9% | $3,350+23.0% |
| Admin fee / account holder | $47 | $489-90.4% | $6,675-99.3% | $521-90.9% |