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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,952 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,052 | $50,958+25.7% | $74,550-14.1% | $64,186-0.2% |
| Participation rate | 97.9% | 61.1%+36.8pp | 69.1%+28.8pp | 69.6%+28.3pp |
| Annual return | -6.40% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $514 | $1,115-53.9% | $1,961-73.8% | $2,381-78.4% |
| Participant deferral / active EE | $3,188 | $2,301+38.5% | $3,108+2.6% | $3,470-8.1% |
| Admin fee / account holder | $252 | $4,223-94.0% | $5,060-95.0% | $4,888-94.8% |