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) | $10,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,600 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $343,356 | $80,753+325.2% | $136,294+151.9% | $62,292+451.2% |
| Participation rate | 99.1% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 13.11% | 35.83%-22.7pp | 5155.94%-5142.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $3,778 | $2,884+31.0% | $4,695-19.5% | $2,042+85.0% |
| Participant deferral / active EE | $15,799 | $5,164+205.9% | $6,247+152.9% | $3,169+398.5% |
| Admin fee / account holder | -$1 | $525-100.1% | $9,243-100.0% | $479-100.1% |