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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,088 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,017 |
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 | $79,027 | $73,102+8.1% | $123,544-36.0% | $56,287+40.4% |
| Participation rate | 79.0% | 74.3%+4.7pp | 82.3%-3.3pp | 69.9%+9.1pp |
| Annual return | -4.99% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $5,806 | $2,977+95.0% | $4,628+25.5% | $2,111+175.0% |
| Participant deferral / active EE | $8,711 | $5,423+60.6% | $6,426+35.6% | $3,350+160.0% |
| Admin fee / account holder | $27 | $554-95.2% | $9,284-99.7% | $521-94.9% |