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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,289 |
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 | $67,737 | $65,118+4.0% | $76,768-11.8% | $55,725+21.6% |
| Participation rate | 98.8% | 79.6%+19.2pp | 77.0%+21.9pp | 70.9%+28.0pp |
| Annual return | -3.98% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $6,333 | $1,941+226.3% | $2,485+154.8% | $2,078+204.8% |
| Participant deferral / active EE | $12,250 | $3,688+232.1% | $3,852+218.1% | $3,356+265.1% |
| Admin fee / account holder | $49 | $116-57.6% | $6,675-99.3% | $115-57.3% |