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) | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,844 |
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 | $169,729 | $57,384+195.8% | $106,387+59.5% | $56,287+201.5% |
| Participation rate | 73.2% | 71.3%+1.9pp | 77.5%-4.3pp | 69.9%+3.3pp |
| Annual return | -4.46% | 5.91%-10.4pp | 0.25%-4.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,970 | $2,348+69.1% | $3,520+12.8% | $2,111+88.0% |
| Participant deferral / active EE | $8,082 | $3,799+112.8% | $5,421+49.1% | $3,350+141.3% |
| Admin fee / account holder | $42 | $566-92.6% | $7,510-99.4% | $521-92.0% |