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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,052 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,031 |
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 | $227,011 | $73,823+207.5% | $379,746-40.2% | $73,488+208.9% |
| Participation rate | 81.9% | 73.1%+8.8pp | 78.4%+3.5pp | 70.7%+11.2pp |
| Annual return | 14.03% | 29.06%-15.0pp | 34.90%-20.9pp | 28.51%-14.5pp |
| Employer contribution / active EE | $5,192 | $2,472+110.0% | $3,540+46.7% | $2,270+128.7% |
| Participant deferral / active EE | $9,375 | $4,038+132.2% | $6,024+55.6% | $3,740+150.7% |
| Admin fee / account holder | $79 | $607-87.1% | $7,927-99.0% | $513-84.7% |