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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $601,518 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $144,252 |
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 | $111,237 | $108,759+2.3% | $149,696-25.7% | $93,223+19.3% |
| Participation rate | 94.9% | 70.7%+24.2pp | 82.5%+12.5pp | 74.9%+20.0pp |
| Annual return | 28.23% | 19.53%+8.7pp | 276.60%-248.4pp | 19.29%+8.9pp |
| Employer contribution / active EE | $4,477 | $2,777+61.2% | $4,644-3.6% | $2,680+67.1% |
| Participant deferral / active EE | $15,914 | $6,149+158.8% | $6,842+132.6% | $4,563+248.8% |
| Admin fee / account holder | $74 | $81-8.3% | $9,309-99.2% | $79-6.5% |