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) | $6,043 |
Service code 37 · EIN 04-2647786 | Loan Processing | $256 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,774 | $72,254+119.7% | $86,677+83.2% | $64,808+145.0% |
| Participation rate | 89.1% | 80.4%+8.6pp | 76.6%+12.5pp | 71.5%+17.6pp |
| Annual return | -17.73% | 392.42%-410.2pp | 35.91%-53.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $2,248 | $2,393-6.0% | $2,836-20.7% | $2,506-10.3% |
| Participant deferral / active EE | $14,719 | $4,658+216.0% | $4,656+216.2% | $4,310+241.5% |
| Admin fee / account holder | $22 | $174-87.1% | $7,493-99.7% | $188-88.0% |