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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,337 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,303 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,328 | $42,353-2.4% | $79,550-48.0% | $64,808-36.2% |
| Participation rate | 91.6% | 64.8%+26.9pp | 69.5%+22.1pp | 71.5%+20.2pp |
| Annual return | -19.18% | -12.24%-6.9pp | 0.16%-19.3pp | 32.82%-52.0pp |
| Employer contribution / active EE | $2,062 | $1,181+74.7% | $2,413-14.5% | $2,506-17.7% |
| Participant deferral / active EE | $3,885 | $3,170+22.6% | $3,985-2.5% | $4,310-9.9% |
| Admin fee / account holder | $40 | $160-74.8% | $6,832-99.4% | $188-78.6% |