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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,051 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $650 |
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 | $88,892 | $74,024+20.1% | $77,999+14.0% | $57,658+54.2% |
| Participation rate | 94.5% | 79.7%+14.7pp | 75.5%+19.0pp | 70.2%+24.3pp |
| Annual return | 10.48% | 12.14%-1.7pp | 425.96%-415.5pp | 5.13%+5.3pp |
| Employer contribution / active EE | $3,693 | $2,365+56.1% | $2,470+49.5% | $1,974+87.1% |
| Participant deferral / active EE | $5,372 | $3,533+52.0% | $3,497+53.6% | $3,061+75.5% |
| Admin fee / account holder | $42 | $93-55.2% | $5,480-99.2% | $95-55.8% |