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) | $9,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,084 |
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 | $52,067 | $69,159-24.7% | $125,175-58.4% | $67,579-23.0% |
| Participation rate | 95.0% | 78.2%+16.8pp | 79.8%+15.2pp | 71.3%+23.7pp |
| Annual return | 23.78% | 27.12%-3.3pp | 43.79%-20.0pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,130 | $2,023-44.2% | $3,865-70.8% | $2,148-47.4% |
| Participant deferral / active EE | $4,874 | $3,700+31.8% | $4,937-1.3% | $3,539+37.7% |
| Admin fee / account holder | $64 | $142-54.5% | $9,702-99.3% | $142-54.7% |