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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,485 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,514 |
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 | $174,729 | $73,638+137.3% | $95,952+82.1% | $73,488+137.8% |
| Participation rate | 95.7% | 76.2%+19.5pp | 77.1%+18.6pp | 70.7%+25.0pp |
| Annual return | 16.78% | 16.78%0pp | 91.61%-74.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $3,435 | $1,863+84.4% | $2,541+35.2% | $2,270+51.3% |
| Participant deferral / active EE | $6,196 | $3,617+71.3% | $4,167+48.7% | $3,740+65.7% |
| Admin fee / account holder | $116 | $482-76.0% | $6,795-98.3% | $513-77.4% |