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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,680 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,431 | $73,638+51.3% | $95,952+16.1% | $73,488+51.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 18.72% | 16.78%+1.9pp | 91.61%-72.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $3 | $1,863-99.8% | $2,541-99.9% | $2,270-99.9% |
| Participant deferral / active EE | $6,684 | $3,617+84.8% | $4,167+60.4% | $3,740+78.7% |
| Admin fee / account holder | $22 | $482-95.3% | $6,795-99.7% | $513-95.6% |