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) | $43,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,555 |
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 | $155,562 | $65,592+137.2% | $90,160+72.5% | $69,631+123.4% |
| Participation rate | 94.9% | 77.6%+17.3pp | 76.9%+18.1pp | 70.7%+24.3pp |
| Annual return | 22.46% | 57.10%-34.6pp | 34.88%-12.4pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $6,248 | $2,193+184.9% | $3,318+88.3% | $2,032+207.5% |
| Participant deferral / active EE | $12,304 | $5,257+134.1% | $5,288+132.7% | $3,224+281.7% |
| Admin fee / account holder | $36 | $86-58.2% | $5,943-99.4% | $110-67.5% |