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 | $18,581 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,387 |
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 | $40,080 | $63,905-37.3% | $74,183-46.0% | $57,658-30.5% |
| Participation rate | 93.5% | 79.8%+13.7pp | 76.6%+16.9pp | 70.2%+23.3pp |
| Annual return | 7.49% | 60.60%-53.1pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,592 | $1,840+40.8% | $2,370+9.4% | $1,974+31.3% |
| Participant deferral / active EE | $3,286 | $3,448-4.7% | $3,550-7.4% | $3,061+7.4% |
| Admin fee / account holder | $32 | $91-64.8% | $5,586-99.4% | $95-66.1% |