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 7-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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $237,980 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $87,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$174,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,974 | $88,480+63.8% | $96,683+49.9% | $80,160+80.9% |
| Participation rate | 60.3% | 79.9%-19.6pp | 74.3%-14.1pp | 72.9%-12.6pp |
| Annual return | 19.34% | 22.53%-3.2pp | 35.69%-16.4pp | 40.38%-21.0pp |
| Employer contribution / active EE | $3,772 | $4,176-9.7% | $3,737+0.9% | $2,978+26.7% |
| Participant deferral / active EE | $8,768 | $3,959+121.5% | $4,878+79.7% | $5,017+74.7% |
| Admin fee / account holder | $40 | $212-80.9% | $6,730-99.4% | $145-72.2% |