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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,494 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,144 |
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 | $78,263 | $33,067+136.7% | $76,523+2.3% | $56,287+39.0% |
| Participation rate | 44.2% | 55.4%-11.2pp | 68.0%-23.8pp | 69.9%-25.6pp |
| Annual return | -6.46% | 2.72%-9.2pp | -0.27%-6.2pp | -9.96%+3.5pp |
| Employer contribution / active EE | $733 | $1,200-38.9% | $2,647-72.3% | $2,111-65.3% |
| Participant deferral / active EE | $1,973 | $2,240-11.9% | $3,835-48.6% | $3,350-41.1% |
| Admin fee / account holder | $121 | $537-77.5% | $4,848-97.5% | $521-76.8% |