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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,006 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,703 | $110,699-4.5% | $177,821-40.6% | $90,288+17.1% |
| Participation rate | 69.9% | 88.3%-18.5pp | 87.7%-17.8pp | 73.4%-3.5pp |
| Annual return | 25.62% | 22.79%+2.8pp | 48.32%-22.7pp | 53.97%-28.3pp |
| Employer contribution / active EE | $864 | $4,118-79.0% | $5,918-85.4% | $2,524-65.8% |
| Participant deferral / active EE | $5,794 | $6,731-13.9% | $7,714-24.9% | $4,232+36.9% |
| Admin fee / account holder | $22 | $90-75.6% | $12,427-99.8% | $114-80.7% |