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 3-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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,045 |
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 | $58,905 | $69,305-15.0% | $82,313-28.4% | $69,631-15.4% |
| Participation rate | 95.3% | 80.3%+15.0pp | 76.9%+18.4pp | 70.7%+24.6pp |
| Annual return | 36.48% | 21.47%+15.0pp | 25.88%+10.6pp | 27571.02%-27534.5pp |
| Employer contribution / active EE | $2,251 | $1,887+19.3% | $2,428-7.3% | $2,032+10.8% |
| Participant deferral / active EE | $2,980 | $3,568-16.5% | $3,706-19.6% | $3,224-7.6% |
| Admin fee / account holder | $47 | $97-51.7% | $5,608-99.2% | $110-57.5% |