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) | $7,382 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,580 | $37,591+26.6% | $90,645-47.5% | $55,725-14.6% |
| Participation rate | 45.6% | 66.4%-20.7pp | 74.0%-28.4pp | 70.9%-25.2pp |
| Annual return | -3.92% | -3.20%-0.7pp | 1.88%-5.8pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,067 | $1,302-18.0% | $2,532-57.9% | $2,078-48.7% |
| Participant deferral / active EE | $2,691 | $2,643+1.8% | $3,425-21.4% | $3,356-19.8% |
| Admin fee / account holder | $24 | $100-75.7% | $4,994-99.5% | $115-78.9% |