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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,234 |
BDO USA, LLP1 year Service code 49 · EIN 13-5381590 | Other Services | $7,461 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,763 |
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 | $100,740 | $88,515+13.8% | $162,163-37.9% | $67,579+49.1% |
| Participation rate | 90.6% | 86.8%+3.8pp | 87.6%+3.0pp | 71.3%+19.3pp |
| Annual return | 27.00% | 27.04%0pp | 115.59%-88.6pp | 378.56%-351.6pp |
| Employer contribution / active EE | $5,887 | $3,563+65.2% | $5,614+4.9% | $2,148+174.1% |
| Participant deferral / active EE | $8,773 | $5,724+53.3% | $7,298+20.2% | $3,539+147.9% |
| Admin fee / account holder | $55 | $124-55.1% | $10,843-99.5% | $142-61.0% |