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 | $27,030 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,269 |
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 | $163,483 | $120,075+36.2% | $90,782+80.1% | $55,725+193.4% |
| Participation rate | 98.7% | 88.0%+10.7pp | 82.7%+16.1pp | 70.9%+27.9pp |
| Annual return | -3.71% | -3.47%-0.2pp | -3.42%-0.3pp | 244.93%-248.6pp |
| Employer contribution / active EE | $3,225 | $4,693-31.3% | $4,105-21.4% | $2,078+55.2% |
| Participant deferral / active EE | $8,627 | $6,826+26.4% | $5,366+60.8% | $3,356+157.1% |
| Admin fee / account holder | $53 | $111-52.0% | $5,908-99.1% | $115-53.6% |