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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,377 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,709 | $56,095-54.2% | $178,490-85.6% | $90,288-71.5% |
| Participation rate | 92.8% | 65.6%+27.2pp | 81.9%+10.9pp | 73.4%+19.4pp |
| Annual return | 25.16% | 28.81%-3.7pp | 151.07%-125.9pp | 53.97%-28.8pp |
| Employer contribution / active EE | $18 | $1,572-98.8% | $5,011-99.6% | $2,524-99.3% |
| Participant deferral / active EE | $2,604 | $2,669-2.4% | $5,202-49.9% | $4,232-38.5% |
| Admin fee / account holder | $11 | $101-89.3% | $13,984-99.9% | $114-90.5% |