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) | $18,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$116,621 |
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 | $121,284 | $176,491-31.3% | $95,952+26.4% | $90,288+34.3% |
| Participation rate | 93.5% | 86.6%+6.9pp | 77.1%+16.4pp | 73.4%+20.1pp |
| Annual return | 31.31% | 20.14%+11.2pp | 91.61%-60.3pp | 53.97%-22.7pp |
| Employer contribution / active EE | $3,581 | $2,789+28.4% | $2,541+40.9% | $2,524+41.9% |
| Participant deferral / active EE | $14,354 | $5,340+168.8% | $4,167+244.5% | $4,232+239.2% |
| Admin fee / account holder | -$59 | $154-138.4% | $6,795-100.9% | $114-151.8% |