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) | $5,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,425 |
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 | $109,470 | $59,535+83.9% | $90,160+21.4% | $62,292+75.7% |
| Participation rate | 73.9% | 73.0%+0.9pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 23.71% | 23.53%+0.2pp | 34.88%-11.2pp | 28.90%-5.2pp |
| Employer contribution / active EE | $1,643 | $1,826-10.0% | $3,318-50.5% | $2,042-19.6% |
| Participant deferral / active EE | $4,366 | $4,639-5.9% | $5,288-17.4% | $3,169+37.8% |
| Admin fee / account holder | $65 | $337-80.7% | $5,943-98.9% | $479-86.4% |