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) | $9,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,169 |
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 | $141,778 | $111,608+27.0% | $177,821-20.3% | $73,409+93.1% |
| Participation rate | 84.8% | 87.9%-3.1pp | 87.7%-2.9pp | 72.2%+12.6pp |
| Annual return | 15.97% | 18.23%-2.3pp | 48.32%-32.3pp | 59.29%-43.3pp |
| Employer contribution / active EE | $2,453 | $3,796-35.4% | $5,918-58.5% | $2,234+9.8% |
| Participant deferral / active EE | $8,082 | $6,199+30.4% | $7,714+4.8% | $3,805+112.4% |
| Admin fee / account holder | $48 | $166-71.2% | $12,427-99.6% | $158-69.8% |