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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,179 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,183 |
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 | $222,136 | $99,957+122.2% | $149,696+48.4% | $73,488+202.3% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.5%+12.9pp | 70.7%+24.7pp |
| Annual return | 15.40% | 53.87%-38.5pp | 276.60%-261.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $3,048 | $3,191-4.5% | $4,644-34.4% | $2,270+34.3% |
| Participant deferral / active EE | $11,492 | $6,073+89.2% | $6,842+68.0% | $3,740+207.3% |
| Admin fee / account holder | $32 | $551-94.3% | $9,309-99.7% | $513-93.8% |