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) | $8,094 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,550 |
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 | $111,092 | $73,404+51.3% | $87,100+27.5% | $67,579+64.4% |
| Participation rate | 92.9% | 80.9%+12.1pp | 76.9%+16.1pp | 71.3%+21.7pp |
| Annual return | 33.67% | 48.29%-14.6pp | 28.19%+5.5pp | 378.56%-344.9pp |
| Employer contribution / active EE | $7,248 | $2,014+259.9% | $2,521+187.5% | $2,148+237.5% |
| Participant deferral / active EE | $11,703 | $3,913+199.1% | $4,049+189.1% | $3,539+230.7% |
| Admin fee / account holder | $21 | $142-85.5% | $7,497-99.7% | $142-85.6% |