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) | $5,174 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,777 |
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 | $144,603 | $72,492+99.5% | $87,100+66.0% | $72,985+98.1% |
| Participation rate | 82.6% | 72.8%+9.8pp | 76.9%+5.7pp | 69.5%+13.1pp |
| Annual return | 26.21% | 24.46%+1.8pp | 28.19%-2.0pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,970 | $1,894+4.0% | $2,521-21.9% | $2,440-19.3% |
| Participant deferral / active EE | $11,901 | $3,270+264.0% | $4,049+193.9% | $3,607+229.9% |
| Admin fee / account holder | $68 | $5,055-98.7% | $7,497-99.1% | $5,124-98.7% |