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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,302 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,312 |
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 | $69,389 | $61,214+13.4% | $83,333-16.7% | $56,287+23.3% |
| Participation rate | 74.9% | 72.6%+2.3pp | 77.8%-2.9pp | 69.9%+5.0pp |
| Annual return | -5.91% | 0.42%-6.3pp | 10.63%-16.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,064 | $1,925-44.7% | $3,379-68.5% | $2,111-49.6% |
| Participant deferral / active EE | $5,921 | $5,091+16.3% | $5,565+6.4% | $3,350+76.8% |
| Admin fee / account holder | $55 | $512-89.2% | $7,510-99.3% | $521-89.4% |