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) | $6,758 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,981 |
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 | $112,470 | $66,302+69.6% | $110,238+2.0% | $56,287+99.8% |
| Participation rate | 84.4% | 74.9%+9.5pp | 79.8%+4.6pp | 69.9%+14.6pp |
| Annual return | -6.87% | -1.18%-5.7pp | 314.74%-321.6pp | -9.96%+3.1pp |
| Employer contribution / active EE | $3,892 | $2,047+90.1% | $3,826+1.7% | $2,111+84.4% |
| Participant deferral / active EE | $11,614 | $3,381+243.5% | $4,672+148.6% | $3,350+246.7% |
| Admin fee / account holder | $50 | $698-92.8% | $8,547-99.4% | $521-90.4% |