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) | $11,859 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,042 | $41,467+191.9% | $67,313+79.8% | $55,725+117.2% |
| Participation rate | 61.5% | 62.5%-1.0pp | 69.1%-7.6pp | 70.9%-9.4pp |
| Annual return | -0.17% | 0.82%-1.0pp | -4.08%+3.9pp | 244.93%-245.1pp |
| Employer contribution / active EE | $174 | $1,316-86.8% | $2,566-93.2% | $2,078-91.6% |
| Participant deferral / active EE | $5,904 | $2,399+146.1% | $3,568+65.5% | $3,356+76.0% |
| Admin fee / account holder | $75 | $102-26.7% | $4,507-98.3% | $115-35.1% |