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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,201 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $191,156 | $35,485+438.7% | $74,550+156.4% | $55,725+243.0% |
| Participation rate | 62.9% | 62.5%+0.3pp | 69.1%-6.3pp | 70.9%-8.0pp |
| Annual return | -4.21% | 0.72%-4.9pp | 32.53%-36.7pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,224 | $777+57.5% | $1,961-37.6% | $2,078-41.1% |
| Participant deferral / active EE | $5,891 | $2,181+170.1% | $3,108+89.6% | $3,356+75.6% |
| Admin fee / account holder | $84 | $114-26.4% | $5,060-98.3% | $115-27.0% |