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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,252 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,319 |
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 | $130,279 | $100,227+30.0% | $169,993-23.4% | $74,419+75.1% |
| Participation rate | 89.9% | 87.3%+2.6pp | 87.0%+2.9pp | 70.7%+19.2pp |
| Annual return | 20.07% | 66.08%-46.0pp | 53.37%-33.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,818 | $4,263-57.3% | $6,785-73.2% | $2,637-31.1% |
| Participant deferral / active EE | $5,735 | $7,143-19.7% | $10,408-44.9% | $4,528+26.7% |
| Admin fee / account holder | $58 | $234-75.4% | $12,815-99.5% | $348-83.4% |