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) | $118,351 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,675 |
Annual investment return 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 | $46,189 | $61,125-24.4% | $108,579-57.5% | $63,975-27.8% |
| Participation rate | 85.0% | 80.5%+4.5pp | 79.6%+5.5pp | 71.1%+13.9pp |
| Annual return | 5.96% | 14.06%-8.1pp | -51.70%+57.7pp | 48.65%-42.7pp |
| Employer contribution / active EE | $7,255 | $2,237+224.4% | $3,758+93.0% | $2,182+232.5% |
| Participant deferral / active EE | $11,535 | $3,574+222.8% | $4,311+167.6% | $3,356+243.7% |
| Admin fee / account holder | $36 | $72-49.9% | $7,645-99.5% | $70-48.8% |