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) | $9,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $208,541 | $64,919+221.2% | $392,568-46.9% | $65,185+219.9% |
| Participation rate | 76.5% | 72.0%+4.5pp | 78.1%-1.6pp | 70.2%+6.3pp |
| Annual return | 20.79% | 26.09%-5.3pp | 24.42%-3.6pp | 29.38%-8.6pp |
| Employer contribution / active EE | $4,090 | $2,374+72.3% | $3,783+8.1% | $2,177+87.9% |
| Participant deferral / active EE | $8,174 | $3,668+122.8% | $5,985+36.6% | $3,514+132.6% |
| Admin fee / account holder | $59 | $634-90.6% | $6,260-99.1% | $847-93.0% |