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) | $11,581 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,165 | $63,905-2.7% | $74,183-16.2% | $57,658+7.8% |
| Participation rate | 48.3% | 79.8%-31.5pp | 76.6%-28.3pp | 70.2%-21.9pp |
| Annual return | 8.41% | 60.60%-52.2pp | 17.74%-9.3pp | 5.13%+3.3pp |
| Employer contribution / active EE | $509 | $1,840-72.4% | $2,370-78.5% | $1,974-74.2% |
| Participant deferral / active EE | $2,848 | $3,448-17.4% | $3,550-19.8% | $3,061-6.9% |
| Admin fee / account holder | $40 | $91-56.3% | $5,586-99.3% | $95-57.9% |