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) | $5,293 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $52,498 | $80,753-35.0% | $136,294-61.5% | $62,292-15.7% |
| Participation rate | 93.1% | 73.5%+19.6pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 20.04% | 35.83%-15.8pp | 5155.94%-5135.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,909 | $2,884+0.9% | $4,695-38.0% | $2,042+42.5% |
| Participant deferral / active EE | $5,627 | $5,164+9.0% | $6,247-9.9% | $3,169+77.6% |
| Admin fee / account holder | $35 | $525-93.4% | $9,243-99.6% | $479-92.7% |