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 6-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $41,253 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,057 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,267 | $110,094+88.3% | $151,611+36.7% | $68,494+202.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.94% | -10.12%-6.8pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $39,580 | $4,471+785.3% | $6,166+541.9% | $2,596+1424.5% |
| Participant deferral / active EE | $30,012 | $6,527+359.8% | $8,363+258.8% | $4,027+645.2% |
| Admin fee / account holder | $149 | $7,719-98.1% | $11,616-98.7% | $5,403-97.2% |