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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,850 |
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 | $86,772 | $85,135+1.9% | $98,907-12.3% | $73,409+18.2% |
| Participation rate | 94.6% | 81.1%+13.4pp | 76.0%+18.5pp | 72.2%+22.4pp |
| Annual return | 19.99% | 19.14%+0.9pp | 196.43%-176.4pp | 59.29%-39.3pp |
| Employer contribution / active EE | $5,721 | $2,721+110.3% | $2,689+112.8% | $2,234+156.1% |
| Participant deferral / active EE | $8,831 | $4,349+103.1% | $4,244+108.1% | $3,805+132.1% |
| Admin fee / account holder | $23 | $139-83.3% | $6,642-99.6% | $158-85.3% |