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) | $16,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,952 |
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 | $119,197 | $111,608+6.8% | $177,821-33.0% | $73,409+62.4% |
| Participation rate | 87.3% | 87.9%-0.6pp | 87.7%-0.4pp | 72.2%+15.1pp |
| Annual return | 23.22% | 18.23%+5.0pp | 48.32%-25.1pp | 59.29%-36.1pp |
| Employer contribution / active EE | $6,012 | $3,796+58.4% | $5,918+1.6% | $2,234+169.2% |
| Participant deferral / active EE | $9,048 | $6,199+46.0% | $7,714+17.3% | $3,805+137.8% |
| Admin fee / account holder | $39 | $166-76.4% | $12,427-99.7% | $158-75.2% |