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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $115,535 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,831 |
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 | $125,308 | $96,458+29.9% | $136,294-8.1% | $77,958+60.7% |
| Participation rate | 61.3% | 75.4%-14.1pp | 81.9%-20.6pp | 71.6%-10.4pp |
| Annual return | 19.97% | 23.78%-3.8pp | 5155.94%-5136.0pp | 20.87%-0.9pp |
| Employer contribution / active EE | $639 | $3,144-79.7% | $4,695-86.4% | $2,310-72.3% |
| Participant deferral / active EE | $5,768 | $5,902-2.3% | $6,247-7.7% | $3,537+63.1% |
| Admin fee / account holder | $186 | $80+131.1% | $9,243-98.0% | $97+90.9% |