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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,888 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,728 | $42,353+371.6% | $79,550+151.1% | $64,808+208.2% |
| Participation rate | 59.1% | 64.8%-5.7pp | 69.5%-10.4pp | 71.5%-12.4pp |
| Annual return | -17.03% | -12.24%-4.8pp | 0.16%-17.2pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,653 | $1,181+124.7% | $2,413+9.9% | $2,506+5.9% |
| Participant deferral / active EE | $6,046 | $3,170+90.7% | $3,985+51.7% | $4,310+40.3% |
| Admin fee / account holder | -$78 | $160-149.1% | $6,832-101.1% | $188-141.7% |