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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,979 |
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 | $51,804 | $68,413-24.3% | $123,104-57.9% | $55,191-6.1% |
| Participation rate | 90.3% | 84.5%+5.8pp | 86.8%+3.6pp | 69.2%+21.2pp |
| Annual return | -1.20% | 6.30%-7.5pp | 13.22%-14.4pp | 10.78%-12.0pp |
| Employer contribution / active EE | $2,125 | $3,050-30.3% | $5,151-58.8% | $1,899+11.9% |
| Participant deferral / active EE | $4,484 | $4,490-0.1% | $6,230-28.0% | $3,046+47.2% |
| Admin fee / account holder | $32 | $88-63.7% | $9,015-99.6% | $91-64.9% |