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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,396 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,324 |
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 | $58,843 | $88,874-33.8% | $123,544-52.4% | $75,289-21.8% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.3%+10.3pp | 72.4%+20.2pp |
| Annual return | -5.51% | 4.22%-9.7pp | 119.20%-124.7pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,255 | $3,256-61.5% | $4,628-72.9% | $2,405-47.8% |
| Participant deferral / active EE | $6,920 | $6,174+12.1% | $6,426+7.7% | $3,739+85.1% |
| Admin fee / account holder | -$4 | $95-104.1% | $9,284-100.0% | $102-103.8% |