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 6-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) | $103,817 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,641 |
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 | $101,925 | $110,699-7.9% | $177,821-42.7% | $90,288+12.9% |
| Participation rate | 97.5% | 88.3%+9.1pp | 87.7%+9.8pp | 73.4%+24.1pp |
| Annual return | 12.54% | 22.79%-10.3pp | 48.32%-35.8pp | 53.97%-41.4pp |
| Employer contribution / active EE | $3,360 | $4,118-18.4% | $5,918-43.2% | $2,524+33.1% |
| Participant deferral / active EE | $5,317 | $6,731-21.0% | $7,714-31.1% | $4,232+25.6% |
| Admin fee / account holder | $7 | $90-92.1% | $12,427-99.9% | $114-93.8% |