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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,199 |
Filed as: HUSELTON, MORGAN, & MAULTSBY, P.C. Service code 10 · EIN 75-2409112 | Accounting | $11,595 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,151 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,608 | $69,848+227.3% | $115,756+97.5% | $66,914+241.6% |
| Participation rate | 84.2% | 70.6%+13.6pp | 77.1%+7.2pp | 69.8%+14.4pp |
| Annual return | -14.69% | 969.66%-984.4pp | 143.14%-157.8pp | 1.58%-16.3pp |
| Employer contribution / active EE | $5,981 | $2,613+128.9% | $3,793+57.7% | $2,544+135.1% |
| Participant deferral / active EE | $10,370 | $4,274+142.6% | $6,254+65.8% | $4,237+144.8% |
| Admin fee / account holder | $161 | $337-52.2% | $8,124-98.0% | $593-72.8% |