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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,608 | $62,603-3.2% | $104,294-41.9% | $66,914-9.4% |
| Participation rate | 86.4% | 59.6%+26.8pp | 73.3%+13.2pp | 69.8%+16.6pp |
| Annual return | -20.11% | -14.70%-5.4pp | 24.61%-44.7pp | 1.58%-21.7pp |
| Employer contribution / active EE | $784 | $1,972-60.2% | $3,372-76.7% | $2,544-69.2% |
| Participant deferral / active EE | $2,426 | $2,853-15.0% | $4,625-47.5% | $4,237-42.7% |
| Admin fee / account holder | $46 | $656-93.0% | $7,339-99.4% | $593-92.3% |