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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,301 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $78,844 | $56,503+39.5% | $70,092+12.5% | $64,808+21.7% |
| Participation rate | 92.4% | 70.5%+21.9pp | 70.5%+21.9pp | 71.5%+20.9pp |
| Annual return | -17.19% | -13.44%-3.7pp | 190.73%-207.9pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,791 | $2,046+36.4% | $2,559+9.1% | $2,506+11.4% |
| Participant deferral / active EE | $5,229 | $3,389+54.3% | $3,849+35.9% | $4,310+21.3% |
| Admin fee / account holder | $50 | $160-69.0% | $6,267-99.2% | $188-73.5% |