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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,027 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,765 | $49,451+43.1% | $79,550-11.0% | $66,914+5.8% |
| Participation rate | 94.8% | 61.3%+33.5pp | 69.5%+25.3pp | 69.8%+25.0pp |
| Annual return | -17.08% | 84.25%-101.3pp | 0.16%-17.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $624 | $1,266-50.7% | $2,413-74.1% | $2,544-75.5% |
| Participant deferral / active EE | $3,950 | $3,159+25.1% | $3,985-0.9% | $4,237-6.8% |
| Admin fee / account holder | $244 | $595-58.9% | $6,832-96.4% | $593-58.8% |