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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,127 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,093 | $65,435+132.4% | $86,677+75.5% | $66,914+127.3% |
| Participation rate | 74.2% | 75.5%-1.2pp | 76.6%-2.4pp | 69.8%+4.4pp |
| Annual return | -20.50% | -10.89%-9.6pp | 35.91%-56.4pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,665 | $2,153-22.7% | $2,836-41.3% | $2,544-34.6% |
| Participant deferral / active EE | $10,455 | $4,100+155.0% | $4,656+124.6% | $4,237+146.8% |
| Admin fee / account holder | $71 | $642-88.9% | $7,493-99.0% | $593-88.0% |