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 3-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) | $62,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,513 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,178 | $130,141+13.9% | $86,677+71.0% | $77,904+90.2% |
| Participation rate | 91.6% | 85.9%+5.6pp | 76.6%+15.0pp | 73.7%+17.9pp |
| Annual return | -17.93% | -12.75%-5.2pp | 35.91%-53.8pp | 12.21%-30.1pp |
| Employer contribution / active EE | $5,997 | $3,220+86.2% | $2,836+111.4% | $2,848+110.6% |
| Participant deferral / active EE | $7,752 | $5,757+34.6% | $4,656+66.5% | $4,806+61.3% |
| Admin fee / account holder | $55 | $132-58.1% | $7,493-99.3% | $133-58.4% |