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 8-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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $58,321 | $36,939+57.9% | $80,716-27.7% | $93,030-37.3% |
| Participation rate | 18.1% | 32.6%-14.4pp | 54.2%-36.0pp | 73.9%-55.8pp |
| Annual return | 14.45% | 17.55%-3.1pp | 87.28%-72.8pp | 158.70%-144.3pp |
| Employer contribution / active EE | $222 | $455-51.3% | $1,160-80.9% | $2,706-91.8% |
| Participant deferral / active EE | $665 | $1,044-36.3% | $2,146-69.0% | $4,562-85.4% |
| Admin fee / account holder | $67 | $162-58.4% | $3,380-98.0% | $152-55.7% |