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 8-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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,405 | $55,790+47.7% | $76,817+7.3% | $67,579+21.9% |
| Participation rate | 60.4% | 71.1%-10.7pp | 72.1%-11.7pp | 71.3%-10.9pp |
| Annual return | 24.00% | 64.45%-40.5pp | 1166.11%-1142.1pp | 378.56%-354.6pp |
| Employer contribution / active EE | $1,318 | $1,810-27.2% | $2,302-42.8% | $2,148-38.6% |
| Participant deferral / active EE | $4,161 | $2,875+44.7% | $3,336+24.7% | $3,539+17.6% |
| Admin fee / account holder | $54 | $159-66.1% | $6,420-99.2% | $142-62.1% |