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) | $31,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,067 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,683 | $118,337+0.3% | $189,513-37.4% | $93,030+27.6% |
| Participation rate | 70.1% | 89.1%-18.9pp | 87.8%-17.7pp | 73.9%-3.8pp |
| Annual return | 20.91% | 21.77%-0.9pp | 555.15%-534.2pp | 158.70%-137.8pp |
| Employer contribution / active EE | $930 | $4,204-77.9% | $6,162-84.9% | $2,706-65.6% |
| Participant deferral / active EE | $6,288 | $7,123-11.7% | $8,221-23.5% | $4,562+37.8% |
| Admin fee / account holder | $12 | $100-88.4% | $12,045-99.9% | $152-92.3% |