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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $131,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $101,735 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,761 | $84,000-2.7% | $119,609-31.6% | $77,904+5.0% |
| Participation rate | 96.5% | 77.8%+18.6pp | 79.3%+17.2pp | 73.7%+22.8pp |
| Annual return | -17.13% | -11.59%-5.5pp | -14.97%-2.2pp | 12.21%-29.3pp |
| Employer contribution / active EE | $7,609 | $2,907+161.7% | $4,232+79.8% | $2,848+167.2% |
| Participant deferral / active EE | $6,418 | $4,705+36.4% | $5,602+14.6% | $4,806+33.6% |
| Admin fee / account holder | $66 | $116-43.0% | $10,323-99.4% | $133-50.2% |