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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,669 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,461 |
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 | $24,705 | $78,419-68.5% | $133,956-81.6% | $73,409-66.3% |
| Participation rate | 89.2% | 78.6%+10.6pp | 79.8%+9.4pp | 72.2%+17.1pp |
| Annual return | 15.32% | 33.35%-18.0pp | 45.09%-29.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $174 | $2,044-91.5% | $3,919-95.5% | $2,234-92.2% |
| Participant deferral / active EE | $2,474 | $3,925-37.0% | $5,048-51.0% | $3,805-35.0% |
| Admin fee / account holder | $57 | $161-64.5% | $8,927-99.4% | $158-63.7% |