Filed June 26, 2024
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 | $220,132 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,423 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,519 | $87,621-50.3% | $86,436-49.7% | $77,904-44.1% |
| Participation rate | 89.6% | 85.8%+3.8pp | 80.3%+9.3pp | 73.7%+15.9pp |
| Annual return | -11.43% | -13.90%+2.5pp | 4394.89%-4406.3pp | 12.21%-23.6pp |
| Employer contribution / active EE | $3,718 | $3,474+7.0% | $3,769-1.3% | $2,848+30.6% |
| Participant deferral / active EE | $11,392 | $8,645+31.8% | $6,952+63.9% | $4,806+137.0% |
| Admin fee / account holder | $83 | $85-2.1% | $6,731-98.8% | $133-37.5% |