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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,088 |
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 | $46,089 | $86,791-46.9% | $115,037-59.9% | $59,188-22.1% |
| Participation rate | 88.3% | 72.8%+15.4pp | 81.4%+6.9pp | 69.4%+18.8pp |
| Annual return | 2.59% | 4.44%-1.9pp | 26.14%-23.6pp | 5.51%-2.9pp |
| Employer contribution / active EE | $1,061 | $2,950-64.0% | $4,608-77.0% | $2,098-49.4% |
| Participant deferral / active EE | $5,016 | $5,298-5.3% | $6,026-16.8% | $3,265+53.6% |
| Admin fee / account holder | $15 | $95-84.0% | $8,175-99.8% | $92-83.5% |