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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,647 |
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 | $129,021 | $65,223+97.8% | $80,019+61.2% | $55,725+131.5% |
| Participation rate | 88.2% | 80.6%+7.6pp | 75.8%+12.3pp | 70.9%+17.3pp |
| Annual return | -4.02% | 7.59%-11.6pp | 11.22%-15.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,323 | $2,544+30.6% | $2,468+34.7% | $2,078+59.9% |
| Participant deferral / active EE | $4,644 | $3,881+19.7% | $3,686+26.0% | $3,356+38.4% |
| Admin fee / account holder | $81 | $114-28.8% | $6,521-98.8% | $115-29.4% |