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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,413 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,490 | $75,760+28.7% | $123,104-20.8% | $59,188+64.7% |
| Participation rate | 90.5% | 86.0%+4.4pp | 86.8%+3.7pp | 69.4%+21.1pp |
| Annual return | -8.36% | 2.93%-11.3pp | 13.22%-21.6pp | 5.51%-13.9pp |
| Employer contribution / active EE | $1,363 | $3,415-60.1% | $5,151-73.5% | $2,098-35.0% |
| Participant deferral / active EE | $12,753 | $5,000+155.0% | $6,230+104.7% | $3,265+290.6% |
| Admin fee / account holder | -$3 | $61-105.0% | $9,015-100.0% | $92-103.3% |