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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,763 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,184 | $71,666-70.4% | $117,854-82.0% | $69,631-69.6% |
| Participation rate | 92.2% | 77.5%+14.6pp | 79.7%+12.5pp | 70.7%+21.5pp |
| Annual return | 18.55% | 18.86%-0.3pp | 335.08%-316.5pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $117 | $1,889-93.8% | $3,786-96.9% | $2,032-94.2% |
| Participant deferral / active EE | $1,906 | $3,340-42.9% | $4,482-57.5% | $3,224-40.9% |
| Admin fee / account holder | $18 | $120-85.1% | $8,020-99.8% | $110-83.8% |