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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,863 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,632 |
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 | $116,344 | $82,093+41.7% | $379,746-69.4% | $73,409+58.5% |
| Participation rate | 96.7% | 76.8%+19.9pp | 78.4%+18.2pp | 72.2%+24.5pp |
| Annual return | 22.54% | 18.89%+3.6pp | 34.90%-12.4pp | 59.29%-36.8pp |
| Employer contribution / active EE | $3,442 | $2,847+20.9% | $3,540-2.8% | $2,234+54.1% |
| Participant deferral / active EE | $7,831 | $4,697+66.7% | $6,024+30.0% | $3,805+105.8% |
| Admin fee / account holder | -$39 | $128-130.6% | $7,927-100.5% | $158-124.7% |