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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,144 |
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 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 | $89,420 | $86,332+3.6% | $125,175-28.6% | $65,185+37.2% |
| Participation rate | 98.1% | 75.3%+22.8pp | 79.8%+18.3pp | 70.2%+27.9pp |
| Annual return | 1.87% | 27.43%-25.6pp | 43.79%-41.9pp | 29.38%-27.5pp |
| Employer contribution / active EE | $1,123 | $2,040-44.9% | $3,865-70.9% | $2,177-48.4% |
| Participant deferral / active EE | $3,492 | $3,537-1.3% | $4,937-29.3% | $3,514-0.6% |
| Admin fee / account holder | $122 | $609-80.0% | $9,702-98.7% | $847-85.6% |