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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,118 |
Filed as: MJM 401K Service code 16 · EIN 86-0882983 | Consulting | $40,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,085 |
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 | $127,309 | $89,274+42.6% | $149,718-15.0% | $77,958+63.3% |
| Participation rate | 90.6% | 87.6%+3.0pp | 87.1%+3.5pp | 71.6%+18.9pp |
| Annual return | 25.34% | 20.36%+5.0pp | 1501.63%-1476.3pp | 20.87%+4.5pp |
| Employer contribution / active EE | $2,072 | $3,727-44.4% | $5,445-61.9% | $2,310-10.3% |
| Participant deferral / active EE | $13,206 | $5,382+145.4% | $6,569+101.0% | $3,537+273.4% |
| Admin fee / account holder | $21 | $240-91.2% | $11,283-99.8% | $97-78.4% |