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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,822 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,358 | $50,458+251.5% | $159,960+10.9% | $64,808+173.7% |
| Participation rate | 85.4% | 68.0%+17.4pp | 78.0%+7.5pp | 71.5%+14.0pp |
| Annual return | -18.48% | -13.42%-5.1pp | 408.60%-427.1pp | 32.82%-51.3pp |
| Employer contribution / active EE | $4,419 | $1,722+156.6% | $4,226+4.6% | $2,506+76.3% |
| Participant deferral / active EE | $12,230 | $4,004+205.5% | $6,182+97.8% | $4,310+183.7% |
| Admin fee / account holder | -$43 | $706-106.1% | $8,698-100.5% | $188-123.0% |