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 |
|---|---|---|
Filed as: STRATEGIC FINANCIAL SERVICES, INC. Service code 26 · EIN 16-1334685 | Advisory (Participants) | $33,177 |
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 | $39,804 | $71,192-44.1% | $117,854-66.2% | $62,292-36.1% |
| Participation rate | 95.6% | 74.2%+21.3pp | 79.7%+15.9pp | 69.5%+26.0pp |
| Annual return | 13.89% | 18.66%-4.8pp | 335.08%-321.2pp | 28.90%-15.0pp |
| Employer contribution / active EE | $622 | $1,934-67.8% | $3,786-83.6% | $2,042-69.5% |
| Participant deferral / active EE | $2,193 | $3,189-31.2% | $4,482-51.1% | $3,169-30.8% |
| Admin fee / account holder | $141 | $587-76.0% | $8,020-98.2% | $479-70.5% |