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) | $86,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$169,875 |
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 | $126,393 | $82,279+53.6% | $77,999+62.0% | $63,975+97.6% |
| Participation rate | 91.5% | 84.7%+6.8pp | 75.5%+16.0pp | 71.1%+20.4pp |
| Annual return | 9.79% | 11.20%-1.4pp | 425.96%-416.2pp | 48.65%-38.9pp |
| Employer contribution / active EE | $8,204 | $3,297+148.9% | $2,470+232.2% | $2,182+276.1% |
| Participant deferral / active EE | $12,693 | $4,538+179.7% | $3,497+263.0% | $3,356+278.2% |
| Admin fee / account holder | -$34 | $81-141.9% | $5,480-100.6% | $70-148.5% |