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) | $28,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $223,763 | $40,174+457.0% | $84,015+166.3% | $67,579+231.1% |
| Participation rate | 61.5% | 62.7%-1.2pp | 69.0%-7.5pp | 71.3%-9.8pp |
| Annual return | 21.37% | 25.82%-4.5pp | 71.31%-49.9pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,302 | $808+61.2% | $1,983-34.4% | $2,148-39.4% |
| Participant deferral / active EE | $5,969 | $2,301+159.4% | $3,239+84.3% | $3,539+68.6% |
| Admin fee / account holder | -$16 | $128-112.6% | $6,101-100.3% | $142-111.4% |