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) | $18,099 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,475 |
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 | $60,052 | $75,284-20.2% | $91,001-34.0% | $69,631-13.8% |
| Participation rate | 94.8% | 80.4%+14.4pp | 75.6%+19.2pp | 70.7%+24.1pp |
| Annual return | 22.14% | 48.40%-26.3pp | 4.60%+17.5pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $4,394 | $2,473+77.7% | $2,456+79.0% | $2,032+116.2% |
| Participant deferral / active EE | $6,896 | $3,700+86.4% | $3,547+94.4% | $3,224+113.9% |
| Admin fee / account holder | $39 | $111-65.0% | $5,417-99.3% | $110-65.0% |