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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$94,434 |
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 | $70,315 | $101,523-30.7% | $141,162-50.2% | $77,787-9.6% |
| Participation rate | 93.2% | 77.4%+15.8pp | 82.5%+10.8pp | 73.2%+20.0pp |
| Annual return | 28.41% | 56.22%-27.8pp | 71.39%-43.0pp | 32.57%-4.2pp |
| Employer contribution / active EE | $1,503 | $3,341-55.0% | $4,735-68.3% | $2,504-40.0% |
| Participant deferral / active EE | $7,613 | $6,434+18.3% | $6,709+13.5% | $3,967+91.9% |
| Admin fee / account holder | -$1 | $92-100.6% | $10,261-100.0% | $100-100.5% |