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) | $15,496 |
Service code 37 · EIN 04-2647786 | Loan Processing | $588 |
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 | $133,364 | $65,322+104.2% | $70,449+89.3% | $73,488+81.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 21.68% | 15.71%+6.0pp | 109.03%-87.4pp | 28.51%-6.8pp |
| Employer contribution / active EE | $15,032 | $2,460+511.1% | $2,737+449.3% | $2,270+562.2% |
| Participant deferral / active EE | $12,448 | $3,375+268.8% | $3,709+235.6% | $3,740+232.9% |
| Admin fee / account holder | $67 | $214-68.6% | $3,845-98.2% | $513-86.9% |