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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,880 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,750 |
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 | $79,949 | $73,638+8.6% | $95,952-16.7% | $73,488+8.8% |
| Participation rate | 85.3% | 76.2%+9.1pp | 77.1%+8.2pp | 70.7%+14.6pp |
| Annual return | 13.36% | 16.78%-3.4pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,032 | $1,863-44.6% | $2,541-59.4% | $2,270-54.5% |
| Participant deferral / active EE | $3,235 | $3,617-10.6% | $4,167-22.4% | $3,740-13.5% |
| Admin fee / account holder | $69 | $482-85.7% | $6,795-99.0% | $513-86.5% |