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) | $6,193 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,625 |
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 | $213,735 | $99,957+113.8% | $149,696+42.8% | $73,488+190.8% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 24.07% | 53.87%-29.8pp | 276.60%-252.5pp | 28.51%-4.4pp |
| Employer contribution / active EE | $1,306 | $3,191-59.1% | $4,644-71.9% | $2,270-42.5% |
| Participant deferral / active EE | $9,074 | $6,073+49.4% | $6,842+32.6% | $3,740+142.7% |
| Admin fee / account holder | -$23 | $551-104.2% | $9,309-100.2% | $513-104.5% |