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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,564 |
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 | $136,656 | $79,519+71.9% | $95,952+42.4% | $73,409+86.2% |
| Participation rate | 98.0% | 81.2%+16.9pp | 77.1%+21.0pp | 72.2%+25.9pp |
| Annual return | 21.18% | 19.20%+2.0pp | 91.61%-70.4pp | 59.29%-38.1pp |
| Employer contribution / active EE | $2,407 | $2,048+17.5% | $2,541-5.3% | $2,234+7.8% |
| Participant deferral / active EE | $5,966 | $4,138+44.2% | $4,167+43.2% | $3,805+56.8% |
| Admin fee / account holder | -$8 | $184-104.2% | $6,795-100.1% | $158-104.9% |