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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,221 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,325 |
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 | $76,616 | $80,753-5.1% | $136,294-43.8% | $62,292+23.0% |
| Participation rate | 78.2% | 73.5%+4.7pp | 81.9%-3.7pp | 69.5%+8.7pp |
| Annual return | 20.91% | 35.83%-14.9pp | 5155.94%-5135.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,857 | $2,884-35.6% | $4,695-60.5% | $2,042-9.1% |
| Participant deferral / active EE | $9,224 | $5,164+78.6% | $6,247+47.6% | $3,169+191.1% |
| Admin fee / account holder | $33 | $525-93.7% | $9,243-99.6% | $479-93.1% |