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) | $86,756 |
Filed as: MJM401K Service code 16 · EIN 86-0882983 | Consulting | $24,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$175,330 |
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 | $116,202 | $82,546+40.8% | $140,016-17.0% | $75,289+54.3% |
| Participation rate | 89.6% | 88.4%+1.3pp | 87.5%+2.1pp | 72.4%+17.2pp |
| Annual return | -3.51% | -0.36%-3.1pp | 651.12%-654.6pp | -0.04%-3.5pp |
| Employer contribution / active EE | $1,975 | $3,856-48.8% | $5,606-64.8% | $2,405-17.9% |
| Participant deferral / active EE | $13,457 | $5,731+134.8% | $6,927+94.3% | $3,739+259.9% |
| Admin fee / account holder | -$31 | $86-135.9% | $10,705-100.3% | $102-130.1% |