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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,696 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $42,828 | $111,608-61.6% | $177,821-75.9% | $73,409-41.7% |
| Participation rate | 86.6% | 87.9%-1.3pp | 87.7%-1.2pp | 72.2%+14.4pp |
| Annual return | 12.90% | 18.23%-5.3pp | 48.32%-35.4pp | 59.29%-46.4pp |
| Employer contribution / active EE | $3,235 | $3,796-14.8% | $5,918-45.3% | $2,234+44.8% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $6 | $166-96.7% | $12,427-100.0% | $158-96.5% |