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 Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 | Valuation (appraisals, etc.) | $11,804 |
MENKE & ASSOCIATES, INC.1 year Service code 13 · EIN 94-2349093 | Contract Administrator | $9,735 |
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 | $68,523 | $77,813-11.9% | $123,544-44.5% | $64,186+6.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 19.23% | 12.48%+6.7pp | 119.20%-100.0pp | 7.63%+11.6pp |
| Employer contribution / active EE | $10,976 | $3,014+264.2% | $4,628+137.2% | $2,381+361.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $164 | $5,519-97.0% | $9,284-98.2% | $4,888-96.6% |