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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,087 | $44,764+128.1% | $68,791+48.4% | $64,808+57.5% |
| Participation rate | 65.9% | 64.8%+1.1pp | 69.0%-3.2pp | 71.5%-5.6pp |
| Annual return | -16.73% | -10.91%-5.8pp | -6.38%-10.3pp | 32.82%-49.5pp |
| Employer contribution / active EE | $718 | $1,775-59.6% | $2,655-73.0% | $2,506-71.3% |
| Participant deferral / active EE | $6,152 | $3,238+90.0% | $3,941+56.1% | $4,310+42.7% |
| Admin fee / account holder | $67 | $151-55.6% | $4,932-98.6% | $188-64.2% |