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 4-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 | $56,342 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $25,119 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,311 |
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 | $64,767 | $69,305-6.5% | $82,313-21.3% | $69,631-7.0% |
| Participation rate | 97.2% | 80.3%+16.9pp | 76.9%+20.3pp | 70.7%+26.5pp |
| Annual return | 15.00% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $2,826 | $1,887+49.8% | $2,428+16.4% | $2,032+39.1% |
| Participant deferral / active EE | $3,031 | $3,568-15.1% | $3,706-18.2% | $3,224-6.0% |
| Admin fee / account holder | $122 | $97+25.0% | $5,608-97.8% | $110+10.0% |