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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,689 |
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 | $134,866 | $46,423+190.5% | $75,886+77.7% | $67,579+99.6% |
| Participation rate | 60.1% | 63.1%-3.0pp | 69.3%-9.2pp | 71.3%-11.2pp |
| Annual return | 20.07% | 32.29%-12.2pp | 30.76%-10.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $213 | $1,406-84.9% | $2,500-91.5% | $2,148-90.1% |
| Participant deferral / active EE | $6,195 | $2,564+141.6% | $3,603+71.9% | $3,539+75.0% |
| Admin fee / account holder | $106 | $132-19.2% | $5,418-98.0% | $142-25.2% |