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) | $158,709 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $39,248 | $79,480-50.6% | $108,579-63.9% | $329,111-88.1% |
| Participation rate | 55.2% | 72.0%-16.8pp | 79.6%-24.3pp | 67.9%-12.6pp |
| Annual return | 16.33% | 18.07%-1.7pp | -51.70%+68.0pp | 16.35%0pp |
| Employer contribution / active EE | $1,090 | $2,317-53.0% | $3,758-71.0% | $2,303-52.7% |
| Participant deferral / active EE | $1,910 | $3,243-41.1% | $4,311-55.7% | $3,682-48.1% |
| Admin fee / account holder | $30 | $68-56.5% | $7,645-99.6% | $754-96.1% |