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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,068 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $254,322 | $64,286+295.6% | $90,951+179.6% | $73,409+246.4% |
| Participation rate | 56.9% | 63.6%-6.6pp | 69.0%-12.1pp | 72.2%-15.2pp |
| Annual return | 16.59% | 21.45%-4.9pp | 134.60%-118.0pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,141 | $895+27.5% | $2,122-46.2% | $2,234-48.9% |
| Participant deferral / active EE | $5,976 | $2,453+143.6% | $3,373+77.2% | $3,805+57.0% |
| Admin fee / account holder | -$95 | $287-133.0% | $5,959-101.6% | $158-160.0% |