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) | $11,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,445 |
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 | $188,440 | $75,284+150.3% | $91,001+107.1% | $69,631+170.6% |
| Participation rate | 97.2% | 80.4%+16.8pp | 75.6%+21.6pp | 70.7%+26.5pp |
| Annual return | 22.33% | 48.40%-26.1pp | 4.60%+17.7pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $7,042 | $2,473+184.8% | $2,456+186.8% | $2,032+246.5% |
| Participant deferral / active EE | $5,615 | $3,700+51.8% | $3,547+58.3% | $3,224+74.2% |
| Admin fee / account holder | -$13 | $111-112.2% | $5,417-100.2% | $110-112.2% |