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) | $22,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,091 |
Employer contribution per participant 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 | $51,094 | $127,481-59.9% | $149,696-65.9% | $90,288-43.4% |
| Participation rate | 90.4% | 78.2%+12.2pp | 82.5%+7.9pp | 73.4%+17.1pp |
| Annual return | 34.61% | 57.78%-23.2pp | 276.60%-242.0pp | 53.97%-19.4pp |
| Employer contribution / active EE | $7 | $3,448-99.8% | $4,644-99.9% | $2,524-99.7% |
| Participant deferral / active EE | $17,167 | $6,975+146.1% | $6,842+150.9% | $4,232+305.6% |
| Admin fee / account holder | $33 | $152-78.4% | $9,309-99.6% | $114-71.2% |