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) | $8,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,906 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,503 | $65,435+64.3% | $86,677+24.0% | $66,914+60.7% |
| Participation rate | 96.6% | 75.5%+21.1pp | 76.6%+20.0pp | 69.8%+26.7pp |
| Annual return | -18.73% | -10.89%-7.8pp | 35.91%-54.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,022 | $2,153-6.1% | $2,836-28.7% | $2,544-20.5% |
| Participant deferral / active EE | $5,210 | $4,100+27.1% | $4,656+11.9% | $4,237+23.0% |
| Admin fee / account holder | $57 | $642-91.0% | $7,493-99.2% | $593-90.3% |