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) | $7,608 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,938 |
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 | $69,585 | $59,186+17.6% | $76,768-9.4% | $56,287+23.6% |
| Participation rate | 82.2% | 75.2%+6.9pp | 77.0%+5.2pp | 69.9%+12.3pp |
| Annual return | -4.37% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,081 | $1,759-38.5% | $2,485-56.5% | $2,111-48.8% |
| Participant deferral / active EE | $3,235 | $3,255-0.6% | $3,852-16.0% | $3,350-3.4% |
| Admin fee / account holder | $89 | $489-81.9% | $6,675-98.7% | $521-83.0% |