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 Filed as: STRATEGIC RESEARCH & MANAGEMENT COR Service code 12 6600 SW 92ND AVE STE 201 · PORTLAND, OR 972237142 | Claims processing; Direct payment fro... | $23,495 |
Service code 12 · EIN 48-1205033 | Claims processing; Recordkeeping and ... | $15,500 |
Annual investment return 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 | $20,696 | $54,237-61.8% | $90,281-77.1% | $67,579-69.4% |
| Participation rate | 71.0% | 68.6%+2.4pp | 73.3%-2.2pp | 71.3%-0.2pp |
| Annual return | 3.60% | 37.27%-33.7pp | 78.10%-74.5pp | 378.56%-375.0pp |
| Employer contribution / active EE | $1,052 | $1,846-43.0% | $2,854-63.2% | $2,148-51.0% |
| Participant deferral / active EE | $1,490 | $2,625-43.2% | $3,885-61.6% | $3,539-57.9% |
| Admin fee / account holder | $127 | $123+3.3% | $5,351-97.6% | $142-10.4% |