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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,338 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $67,180 | $68,092-1.3% | $73,307-8.4% | $59,188+13.5% |
| Participation rate | 57.0% | 78.1%-21.0pp | 74.9%-17.9pp | 69.4%-12.4pp |
| Annual return | 1.33% | 5.93%-4.6pp | 5.67%-4.3pp | 5.51%-4.2pp |
| Employer contribution / active EE | $758 | $2,018-62.4% | $3,237-76.6% | $2,098-63.9% |
| Participant deferral / active EE | $3,786 | $5,041-24.9% | $4,991-24.2% | $3,265+16.0% |
| Admin fee / account holder | -$9 | $630-101.4% | $5,637-100.2% | $92-109.7% |