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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,243 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $125,530 | $91,372+37.4% | $129,995-3.4% | $74,419+68.7% |
| Participation rate | 63.1% | 77.8%-14.7pp | 78.5%-15.4pp | 70.7%-7.7pp |
| Annual return | 18.64% | 23.21%-4.6pp | -137.18%+155.8pp | 34.38%-15.7pp |
| Employer contribution / active EE | $902 | $2,563-64.8% | $4,320-79.1% | $2,637-65.8% |
| Participant deferral / active EE | $5,022 | $4,721+6.4% | $5,820-13.7% | $4,528+10.9% |
| Admin fee / account holder | $41 | $283-85.6% | $10,614-99.6% | $348-88.3% |