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) | $8,382 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
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 | $19,541 | $62,267-68.6% | $110,238-82.3% | $55,725-64.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 79.8%+11.9pp | 70.9%+20.8pp |
| Annual return | -5.92% | -1.07%-4.8pp | 314.74%-320.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $103 | $1,941-94.7% | $3,826-97.3% | $2,078-95.0% |
| Participant deferral / active EE | $2,166 | $3,516-38.4% | $4,672-53.6% | $3,356-35.5% |
| Admin fee / account holder | $21 | $121-82.3% | $8,547-99.7% | $115-81.4% |