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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,140 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,607 | $50,956+417.3% | $96,562+173.0% | $86,799+203.7% |
| Participation rate | 58.9% | 65.2%-6.3pp | 69.8%-10.9pp | 72.3%-13.3pp |
| Annual return | 14.93% | 21.27%-6.3pp | 37.78%-22.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $1,113 | $1,111+0.2% | $2,356-52.8% | $2,405-53.7% |
| Participant deferral / active EE | $6,463 | $2,954+118.8% | $3,849+67.9% | $4,131+56.5% |
| Admin fee / account holder | -$154 | $166-193.0% | $6,181-102.5% | $170-191.1% |