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) | $6,654 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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 | $73,576 | $52,293+40.7% | $178,490-58.8% | $73,409+0.2% |
| Participation rate | 86.6% | 65.3%+21.2pp | 81.9%+4.7pp | 72.2%+14.4pp |
| Annual return | 22.38% | 34.75%-12.4pp | 151.07%-128.7pp | 59.29%-36.9pp |
| Employer contribution / active EE | $1,960 | $1,735+12.9% | $5,011-60.9% | $2,234-12.3% |
| Participant deferral / active EE | $11,596 | $2,332+397.2% | $5,202+122.9% | $3,805+204.7% |
| Admin fee / account holder | $20 | $127-84.7% | $13,984-99.9% | $158-87.6% |