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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $625 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $238,383 | $85,635+178.4% | $123,892+92.4% | $63,975+272.6% |
| Participation rate | 97.1% | 74.9%+22.1pp | 81.4%+15.7pp | 71.1%+25.9pp |
| Annual return | 7.12% | 15.74%-8.6pp | 47.52%-40.4pp | 48.65%-41.5pp |
| Employer contribution / active EE | $3,116 | $3,076+1.3% | $4,617-32.5% | $2,182+42.8% |
| Participant deferral / active EE | $16,328 | $5,667+188.1% | $5,984+172.9% | $3,356+386.5% |
| Admin fee / account holder | -$217 | $75-390.2% | $8,357-102.6% | $70-408.6% |