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) | $11,534 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$969 |
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 | $125,192 | $79,519+57.4% | $95,952+30.5% | $73,409+70.5% |
| Participation rate | 96.2% | 81.2%+15.0pp | 77.1%+19.1pp | 72.2%+24.0pp |
| Annual return | 34.89% | 19.20%+15.7pp | 91.61%-56.7pp | 59.29%-24.4pp |
| Employer contribution / active EE | $6,951 | $2,048+239.4% | $2,541+173.6% | $2,234+211.2% |
| Participant deferral / active EE | $12,373 | $4,138+199.0% | $4,167+196.9% | $3,805+225.1% |
| Admin fee / account holder | $13 | $184-92.9% | $6,795-99.8% | $158-91.7% |