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 |
|---|---|---|
Filed as: ASSET ALLOCATIONS STRATEGIES, LLC Service code 17 · EIN 27-1606387 | Pension Consulting | $76,025 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $9,786 |
Service code 17 · EIN 36-4291971 | Pension Consulting | $8,333 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,238 | $81,908-0.8% | $90,749-10.5% | $64,808+25.4% |
| Participation rate | 98.6% | 80.5%+18.1pp | 75.7%+22.9pp | 71.5%+27.1pp |
| Annual return | -17.34% | -12.53%-4.8pp | -12.16%-5.2pp | 32.82%-50.2pp |
| Employer contribution / active EE | $3,087 | $3,065+0.7% | $2,921+5.7% | $2,506+23.2% |
| Participant deferral / active EE | $7,573 | $4,840+56.5% | $4,564+65.9% | $4,310+75.7% |
| Admin fee / account holder | $213 | $157+35.2% | $8,445-97.5% | $188+13.2% |