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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $183,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,025 |
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 | $45,886 | $79,240-42.1% | $117,854-61.1% | $80,976-43.3% |
| Participation rate | 55.7% | 68.1%-12.4pp | 79.7%-24.0pp | 68.3%-12.6pp |
| Annual return | 21.69% | 34.09%-12.4pp | 335.08%-313.4pp | 22.91%-1.2pp |
| Employer contribution / active EE | $1,154 | $2,142-46.1% | $3,786-69.5% | $2,402-52.0% |
| Participant deferral / active EE | $2,077 | $3,102-33.0% | $4,482-53.7% | $3,848-46.0% |
| Admin fee / account holder | $27 | $65-58.0% | $8,020-99.7% | $67-59.5% |