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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,550 |
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.
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 | $83,876 | $52,670+59.2% | $90,404-7.2% | $73,409+14.3% |
| Participation rate | 59.4% | 67.7%-8.2pp | 72.7%-13.2pp | 72.2%-12.7pp |
| Annual return | 19.52% | 20.70%-1.2pp | 1293.02%-1273.5pp | 59.29%-39.8pp |
| Employer contribution / active EE | $1,781 | $1,872-4.8% | $3,262-45.4% | $2,234-20.2% |
| Participant deferral / active EE | $3,727 | $2,807+32.8% | $3,963-6.0% | $3,805-2.0% |
| Admin fee / account holder | $49 | $117-58.0% | $5,611-99.1% | $158-68.9% |