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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,594 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,809 | $130,141-17.9% | $86,677+23.2% | $77,904+37.1% |
| Participation rate | 95.6% | 85.9%+9.7pp | 76.6%+19.1pp | 73.7%+22.0pp |
| Annual return | -19.96% | -12.75%-7.2pp | 35.91%-55.9pp | 12.21%-32.2pp |
| Employer contribution / active EE | $4,036 | $3,220+25.3% | $2,836+42.3% | $2,848+41.7% |
| Participant deferral / active EE | $16,535 | $5,757+187.2% | $4,656+255.2% | $4,806+244.0% |
| Admin fee / account holder | $28 | $132-78.4% | $7,493-99.6% | $133-78.5% |