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) | $5,221 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $145,610 | $63,355+129.8% | $91,989+58.3% | $72,985+99.5% |
| Participation rate | 65.2% | 72.5%-7.4pp | 78.6%-13.5pp | 69.5%-4.3pp |
| Annual return | 26.20% | 35.35%-9.1pp | 69.02%-42.8pp | 81.00%-54.8pp |
| Employer contribution / active EE | $992 | $2,116-53.1% | $3,452-71.2% | $2,440-59.3% |
| Participant deferral / active EE | $3,867 | $4,883-20.8% | $5,923-34.7% | $3,607+7.2% |
| Admin fee / account holder | $69 | $4,668-98.5% | $7,743-99.1% | $5,124-98.7% |