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) | $82,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$216,416 |
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 | $105,730 | $71,106+48.7% | $83,333+26.9% | $75,289+40.4% |
| Participation rate | 97.3% | 82.0%+15.3pp | 77.8%+19.5pp | 72.4%+24.8pp |
| Annual return | -4.97% | -0.56%-4.4pp | 10.63%-15.6pp | -0.04%-4.9pp |
| Employer contribution / active EE | $4,435 | $2,436+82.1% | $3,379+31.3% | $2,405+84.4% |
| Participant deferral / active EE | $7,177 | $6,249+14.9% | $5,565+29.0% | $3,739+92.0% |
| Admin fee / account holder | -$46 | $72-162.9% | $7,510-100.6% | $102-144.5% |