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) | $84,637 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,887 | $85,635+29.5% | $123,892-10.5% | $63,975+73.3% |
| Participation rate | 60.7% | 74.9%-14.3pp | 81.4%-20.8pp | 71.1%-10.5pp |
| Annual return | 9.72% | 15.74%-6.0pp | 47.52%-37.8pp | 48.65%-38.9pp |
| Employer contribution / active EE | $605 | $3,076-80.3% | $4,617-86.9% | $2,182-72.3% |
| Participant deferral / active EE | $5,738 | $5,667+1.3% | $5,984-4.1% | $3,356+71.0% |
| Admin fee / account holder | $136 | $75+82.2% | $8,357-98.4% | $70+93.8% |