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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $40,392 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,166 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,072 | $86,897+42.8% | $151,611-18.2% | $64,808+91.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -17.43% | -3.57%-13.9pp | 3.33%-20.8pp | 32.82%-50.3pp |
| Employer contribution / active EE | $5,475 | $4,010+36.5% | $6,166-11.2% | $2,506+118.5% |
| Participant deferral / active EE | $7,717 | $6,690+15.4% | $8,363-7.7% | $4,310+79.0% |
| Admin fee / account holder | $113 | $153-26.3% | $11,616-99.0% | $188-40.0% |