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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,545 |
Annual investment return 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 | $153,100 | $74,024+106.8% | $77,999+96.3% | $57,658+165.5% |
| Participation rate | 97.1% | 79.7%+17.3pp | 75.5%+21.6pp | 70.2%+26.9pp |
| Annual return | 5.77% | 12.14%-6.4pp | 425.96%-420.2pp | 5.13%+0.6pp |
| Employer contribution / active EE | $7,520 | $2,365+217.9% | $2,470+204.4% | $1,974+281.0% |
| Participant deferral / active EE | $5,528 | $3,533+56.5% | $3,497+58.1% | $3,061+80.6% |
| Admin fee / account holder | $0 | $93-99.9% | $5,480-100.0% | $95-99.9% |