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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,498 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,429 |
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 | $41,674 | $48,471-14.0% | $182,532-77.2% | $67,579-38.3% |
| Participation rate | 84.2% | 67.2%+17.0pp | 78.0%+6.2pp | 71.3%+12.9pp |
| Annual return | 25.56% | 31.08%-5.5pp | 148.54%-123.0pp | 378.56%-353.0pp |
| Employer contribution / active EE | $581 | $1,461-60.2% | $4,076-85.8% | $2,148-73.0% |
| Participant deferral / active EE | $3,855 | $3,324+16.0% | $5,524-30.2% | $3,539+8.9% |
| Admin fee / account holder | $26 | $151-82.8% | $8,592-99.7% | $142-81.7% |