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) | $7,386 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,919 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $94,374 | $65,376+44.4% | $87,100+8.4% | $65,185+44.8% |
| Participation rate | 99.4% | 75.3%+24.0pp | 76.9%+22.5pp | 70.2%+29.2pp |
| Annual return | 21.24% | 31.27%-10.0pp | 28.19%-6.9pp | 29.38%-8.1pp |
| Employer contribution / active EE | $3,715 | $1,822+103.9% | $2,521+47.4% | $2,177+70.7% |
| Participant deferral / active EE | $7,232 | $3,388+113.4% | $4,049+78.6% | $3,514+105.8% |
| Admin fee / account holder | $27 | $520-94.7% | $7,497-99.6% | $847-96.8% |