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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,471 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,740 | $62,267-4.1% | $110,238-45.8% | $55,725+7.2% |
| Participation rate | 96.8% | 78.1%+18.7pp | 79.8%+17.0pp | 70.9%+26.0pp |
| Annual return | -6.26% | -1.07%-5.2pp | 314.74%-321.0pp | 244.93%-251.2pp |
| Employer contribution / active EE | $3,700 | $1,941+90.6% | $3,826-3.3% | $2,078+78.1% |
| Participant deferral / active EE | $8,106 | $3,516+130.5% | $4,672+73.5% | $3,356+141.6% |
| Admin fee / account holder | $35 | $121-71.4% | $8,547-99.6% | $115-69.9% |