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 3-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,989 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,699 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,654 | $63,905-11.3% | $74,183-23.6% | $57,658-1.7% |
| Participation rate | 96.2% | 79.8%+16.4pp | 76.6%+19.6pp | 70.2%+25.9pp |
| Annual return | 0.12% | 60.60%-60.5pp | 17.74%-17.6pp | 5.13%-5.0pp |
| Employer contribution / active EE | $4,177 | $1,840+126.9% | $2,370+76.2% | $1,974+111.6% |
| Participant deferral / active EE | $3,607 | $3,448+4.6% | $3,550+1.6% | $3,061+17.9% |
| Admin fee / account holder | $60 | $91-34.6% | $5,586-98.9% | $95-37.0% |