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) | $13,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,647 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $126,171 | $46,732+170.0% | $156,549-19.4% | $55,167+128.7% |
| Participation rate | 90.9% | 65.8%+25.1pp | 84.0%+6.9pp | 69.0%+21.9pp |
| Annual return | 4.68% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $2,086 | $2,105-0.9% | $5,501-62.1% | $1,963+6.3% |
| Participant deferral / active EE | $4,125 | $2,204+87.1% | $4,871-15.3% | $3,054+35.0% |
| Admin fee / account holder | $63 | $418-85.1% | $13,027-99.5% | $504-87.6% |