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) | $5,590 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,431 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,221 | $65,376-40.0% | $87,100-55.0% | $65,185-39.8% |
| Participation rate | 99.5% | 75.3%+24.1pp | 76.9%+22.6pp | 70.2%+29.3pp |
| Annual return | 20.79% | 31.27%-10.5pp | 28.19%-7.4pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,445 | $1,822-20.7% | $2,521-42.7% | $2,177-33.6% |
| Participant deferral / active EE | $4,328 | $3,388+27.7% | $4,049+6.9% | $3,514+23.2% |
| Admin fee / account holder | $54 | $520-89.7% | $7,497-99.3% | $847-93.7% |