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 | $52,192 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,686 |
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 | $56,090 | $78,419-28.5% | $133,956-58.1% | $73,409-23.6% |
| Participation rate | 95.2% | 78.6%+16.6pp | 79.8%+15.4pp | 72.2%+23.0pp |
| Annual return | 17.41% | 33.35%-15.9pp | 45.09%-27.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,271 | $2,044-37.8% | $3,919-67.6% | $2,234-43.1% |
| Participant deferral / active EE | $5,068 | $3,925+29.1% | $5,048+0.4% | $3,805+33.2% |
| Admin fee / account holder | $133 | $161-17.3% | $8,927-98.5% | $158-15.4% |