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) | $12,714 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,344 |
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 | $129,166 | $86,897+48.6% | $151,611-14.8% | $64,808+99.3% |
| Participation rate | 91.1% | 87.3%+3.8pp | 87.5%+3.6pp | 71.5%+19.6pp |
| Annual return | -14.92% | -3.57%-11.4pp | 3.33%-18.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,358 | $4,010-41.2% | $6,166-61.8% | $2,506-5.9% |
| Participant deferral / active EE | $7,413 | $6,690+10.8% | $8,363-11.4% | $4,310+72.0% |
| Admin fee / account holder | $64 | $153-58.2% | $11,616-99.4% | $188-65.9% |