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) | $15,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,291 |
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 | $163,430 | $155,795+4.9% | $136,294+19.9% | $69,631+134.7% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 70.7%+28.1pp |
| Annual return | 16.44% | 232464.33%-232447.9pp | 5155.94%-5139.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $11,581 | $2,991+287.2% | $4,695+146.6% | $2,032+469.9% |
| Participant deferral / active EE | $4,169 | $5,394-22.7% | $6,247-33.3% | $3,224+29.3% |
| Admin fee / account holder | -$19 | $128-114.8% | $9,243-100.2% | $110-117.2% |