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) | $7,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,894 |
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 | $100,397 | $65,376+53.6% | $87,100+15.3% | $65,185+54.0% |
| Participation rate | 94.4% | 75.3%+19.0pp | 76.9%+17.5pp | 70.2%+24.2pp |
| Annual return | 23.42% | 31.27%-7.9pp | 28.19%-4.8pp | 29.38%-6.0pp |
| Employer contribution / active EE | $1,901 | $1,822+4.3% | $2,521-24.6% | $2,177-12.6% |
| Participant deferral / active EE | $4,732 | $3,388+39.6% | $4,049+16.9% | $3,514+34.7% |
| Admin fee / account holder | $55 | $520-89.4% | $7,497-99.3% | $847-93.5% |