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 | $161,038 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,827 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $174,698 | $101,523+72.1% | $141,162+23.8% | $77,787+124.6% |
| Participation rate | 75.5% | 77.4%-1.8pp | 82.5%-6.9pp | 73.2%+2.3pp |
| Annual return | 24.96% | 56.22%-31.3pp | 71.39%-46.4pp | 32.57%-7.6pp |
| Employer contribution / active EE | $419 | $3,341-87.4% | $4,735-91.1% | $2,504-83.3% |
| Participant deferral / active EE | $10,947 | $6,434+70.1% | $6,709+63.2% | $3,967+175.9% |
| Admin fee / account holder | $99 | $92+8.5% | $10,261-99.0% | $100-0.8% |