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) | $700,535 |
Service code 37 · EIN 04-2647786 | Loan Processing | $546,603 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $5,100 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,004 | $78,044+201.1% | $93,789+150.6% | $78,044+201.1% |
| Participation rate | 97.8% | 74.4%+23.4pp | 81.0%+16.9pp | 74.4%+23.4pp |
| Annual return | -14.83% | 10.87%-25.7pp | -11.33%-3.5pp | 10.87%-25.7pp |
| Employer contribution / active EE | $4,532 | $3,125+45.0% | $4,323+4.9% | $3,125+45.0% |
| Participant deferral / active EE | $12,380 | $5,084+143.5% | $6,094+103.1% | $5,084+143.5% |
| Admin fee / account holder | $318 | $79+303.1% | $7,195-95.6% | $79+303.1% |