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) | $12,094 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,875 |
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 | $195,986 | $79,184+147.5% | $102,438+91.3% | $74,546+162.9% |
| Participation rate | 88.9% | 74.8%+14.1pp | 76.5%+12.4pp | 67.2%+21.7pp |
| Annual return | 15.82% | 54.95%-39.1pp | 29.37%-13.5pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $6,165 | $2,362+161.0% | $3,024+103.9% | $2,624+134.9% |
| Participant deferral / active EE | $14,301 | $4,414+224.0% | $5,054+183.0% | $4,347+229.0% |
| Admin fee / account holder | $69 | $2,001-96.5% | $9,448-99.3% | $1,944-96.4% |