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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,231 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,913 |
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 | $92,774 | $107,378-13.6% | $108,579-14.6% | $57,658+60.9% |
| Participation rate | 93.4% | 77.1%+16.3pp | 79.6%+13.8pp | 70.2%+23.2pp |
| Annual return | 9.87% | 12.80%-2.9pp | -51.70%+61.6pp | 5.13%+4.7pp |
| Employer contribution / active EE | $2,836 | $1,782+59.2% | $3,758-24.5% | $1,974+43.7% |
| Participant deferral / active EE | $7,394 | $3,221+129.6% | $4,311+71.5% | $3,061+141.6% |
| Admin fee / account holder | $30 | $108-72.8% | $7,645-99.6% | $95-68.8% |