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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,099 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,700 |
Employer contribution per participant 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 | $89,767 | $88,515+1.4% | $162,163-44.6% | $67,579+32.8% |
| Participation rate | 70.5% | 86.8%-16.3pp | 87.6%-17.0pp | 71.3%-0.7pp |
| Annual return | 47.31% | 27.04%+20.3pp | 115.59%-68.3pp | 378.56%-331.2pp |
| Employer contribution / active EE | $820 | $3,563-77.0% | $5,614-85.4% | $2,148-61.8% |
| Participant deferral / active EE | $5,474 | $5,724-4.4% | $7,298-25.0% | $3,539+54.7% |
| Admin fee / account holder | $26 | $124-78.6% | $10,843-99.8% | $142-81.4% |