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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $75,935-100.0% | $60,547-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 68.0%-68.0pp | 83.2%-83.2pp |
| Annual return | -71.55% | -5.38%-66.2pp | 335.64%-407.2pp | 282.22%-353.8pp |
| Employer contribution / active EE | $358,579 | $3,438+10330.0% | $2,419+14721.4% | $4,866+7269.1% |
| Participant deferral / active EE | $609,823 | $4,506+13432.5% | $3,328+18225.4% | $5,352+11295.4% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |