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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $270,680 |
Service code 37 · EIN 04-2647786 | Loan Processing | $111,368 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $68,750 |
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 | $164,146 | $241,101-31.9% | $103,333+58.9% | $199,593-17.8% |
| Participation rate | 46.7% | 78.3%-31.6pp | 74.5%-27.8pp | 72.0%-25.3pp |
| Annual return | 15.59% | 17.80%-2.2pp | 24.88%-9.3pp | 34.25%-18.7pp |
| Employer contribution / active EE | $2,359 | $4,244-44.4% | $3,868-39.0% | $3,034-22.3% |
| Participant deferral / active EE | $5,577 | $3,958+40.9% | $5,057+10.3% | $5,087+9.6% |
| Admin fee / account holder | $125 | $288-56.6% | $8,355-98.5% | $269-53.5% |