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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,692 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,931 | $81,474+22.7% | $133,956-25.4% | $73,488+36.0% |
| Participation rate | 97.0% | 76.4%+20.6pp | 79.8%+17.1pp | 70.7%+26.3pp |
| Annual return | 6.82% | 19.40%-12.6pp | 45.09%-38.3pp | 28.51%-21.7pp |
| Employer contribution / active EE | $3,606 | $2,209+63.2% | $3,919-8.0% | $2,270+58.8% |
| Participant deferral / active EE | $4,238 | $3,786+11.9% | $5,048-16.0% | $3,740+13.3% |
| Admin fee / account holder | $91 | $713-87.3% | $8,927-99.0% | $513-82.3% |