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 Filed as: STRATEGIC RESEARCH & MANAGEMENT COR Service code 12 6600 SW 92ND AVE STE 201 · PORTLAND, OR 972237142 | Claims processing; Direct payment fro... | $27,894 |
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Float reven... | $22,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,741 | $52,670-54.9% | $90,404-73.7% | $73,409-67.7% |
| Participation rate | 64.7% | 67.7%-3.0pp | 72.7%-8.0pp | 72.2%-7.5pp |
| Annual return | 8.24% | 20.70%-12.5pp | 1293.02%-1284.8pp | 59.29%-51.1pp |
| Employer contribution / active EE | $1,267 | $1,872-32.3% | $3,262-61.2% | $2,234-43.3% |
| Participant deferral / active EE | $1,815 | $2,807-35.3% | $3,963-54.2% | $3,805-52.3% |
| Admin fee / account holder | $156 | $117+33.4% | $5,611-97.2% | $158-1.4% |