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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $153,187 | $78,419+95.3% | $133,956+14.4% | $73,409+108.7% |
| Participation rate | 54.8% | 78.6%-23.8pp | 79.8%-25.1pp | 72.2%-17.4pp |
| Annual return | 18.28% | 33.35%-15.1pp | 45.09%-26.8pp | 59.29%-41.0pp |
| Employer contribution / active EE | $986 | $2,044-51.8% | $3,919-74.8% | $2,234-55.9% |
| Participant deferral / active EE | $3,377 | $3,925-14.0% | $5,048-33.1% | $3,805-11.3% |
| Admin fee / account holder | $80 | $161-50.1% | $8,927-99.1% | $158-49.1% |