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 6-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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,278 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,896 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,690 | $84,487+1.4% | $125,339-31.6% | $66,914+28.1% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -16.10% | -8.39%-7.7pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,449 | $3,553-59.2% | $4,814-69.9% | $2,544-43.1% |
| Participant deferral / active EE | $10,155 | $6,781+49.8% | $7,446+36.4% | $4,237+139.7% |
| Admin fee / account holder | $25 | $685-96.3% | $10,010-99.7% | $593-95.8% |