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) | $8,732 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,332 |
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 | $139,958 | $55,449+152.4% | $83,848+66.9% | $56,287+148.7% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.1pp | 69.9%+29.4pp |
| Annual return | -6.31% | -1.38%-4.9pp | 850.88%-857.2pp | -9.96%+3.6pp |
| Employer contribution / active EE | $5,191 | $2,430+113.6% | $3,631+43.0% | $2,111+145.9% |
| Participant deferral / active EE | $7,531 | $2,935+156.5% | $4,082+84.5% | $3,350+124.8% |
| Admin fee / account holder | $77 | $656-88.3% | $5,478-98.6% | $521-85.3% |