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) | $12,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,620 |
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 | $96,471 | $105,247-8.3% | $87,100+10.8% | $77,787+24.0% |
| Participation rate | 94.7% | 85.8%+8.9pp | 76.9%+17.8pp | 73.2%+21.5pp |
| Annual return | 29.66% | 24.52%+5.1pp | 28.19%+1.5pp | 32.57%-2.9pp |
| Employer contribution / active EE | $3,859 | $2,895+33.3% | $2,521+53.0% | $2,504+54.1% |
| Participant deferral / active EE | $14,737 | $5,060+191.2% | $4,049+264.0% | $3,967+271.5% |
| Admin fee / account holder | -$34 | $104-132.8% | $7,497-100.5% | $100-134.3% |