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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,769 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,184 | $70,106+44.3% | $80,975+25.0% | $63,975+58.2% |
| Participation rate | 65.0% | 79.4%-14.4pp | 75.8%-10.8pp | 71.1%-6.2pp |
| Annual return | 9.91% | 13.93%-4.0pp | 17.10%-7.2pp | 48.65%-38.7pp |
| Employer contribution / active EE | $1,849 | $2,042-9.5% | $3,714-50.2% | $2,182-15.3% |
| Participant deferral / active EE | $4,460 | $5,245-15.0% | $5,696-21.7% | $3,356+32.9% |
| Admin fee / account holder | $14 | $57-75.4% | $5,516-99.7% | $70-80.1% |