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) | $7,138 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,234 |
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 | $95,926 | $89,652+7.0% | $141,162-32.0% | $65,185+47.2% |
| Participation rate | 87.3% | 74.7%+12.6pp | 82.5%+4.8pp | 70.2%+17.1pp |
| Annual return | 28.61% | 32.79%-4.2pp | 71.39%-42.8pp | 29.38%-0.8pp |
| Employer contribution / active EE | $6,935 | $3,065+126.3% | $4,735+46.5% | $2,177+218.6% |
| Participant deferral / active EE | $10,426 | $5,691+83.2% | $6,709+55.4% | $3,514+196.7% |
| Admin fee / account holder | $26 | $569-95.5% | $10,261-99.7% | $847-97.0% |