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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,545 |
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 | $136,859 | $74,347+84.1% | $93,606+46.2% | $67,579+102.5% |
| Participation rate | 89.4% | 80.6%+8.8pp | 75.8%+13.6pp | 71.3%+18.1pp |
| Annual return | 29.71% | 28.07%+1.6pp | 32.76%-3.1pp | 378.56%-348.8pp |
| Employer contribution / active EE | $3,144 | $2,583+21.7% | $2,718+15.7% | $2,148+46.4% |
| Participant deferral / active EE | $10,426 | $4,060+156.8% | $4,069+156.3% | $3,539+194.6% |
| Admin fee / account holder | $14 | $123-88.8% | $7,888-99.8% | $142-90.3% |