Filed March 2, 2021
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) | $10,971 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,809 | $69,305+0.7% | $82,313-15.2% | $69,631+0.3% |
| Participation rate | 55.0% | 80.3%-25.2pp | 76.9%-21.8pp | 70.7%-15.6pp |
| Annual return | 24.64% | 21.47%+3.2pp | 25.88%-1.2pp | 27571.02%-27546.4pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,407 | $3,568+79.6% | $3,706+72.9% | $3,224+98.8% |
| Admin fee / account holder | $11 | $97-89.2% | $5,608-99.8% | $110-90.5% |