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) | $21,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,957 | $79,519-27.1% | $95,952-39.6% | $73,409-21.1% |
| Participation rate | 55.2% | 81.2%-26.0pp | 77.1%-21.8pp | 72.2%-16.9pp |
| Annual return | 21.96% | 19.20%+2.8pp | 91.61%-69.7pp | 59.29%-37.3pp |
| Employer contribution / active EE | $664 | $2,048-67.6% | $2,541-73.9% | $2,234-70.3% |
| Participant deferral / active EE | $1,522 | $4,138-63.2% | $4,167-63.5% | $3,805-60.0% |
| Admin fee / account holder | $50 | $184-73.0% | $6,795-99.3% | $158-68.5% |