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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | $917 |
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 | $84,643 | $80,753+4.8% | $136,294-37.9% | $62,292+35.9% |
| Participation rate | 74.4% | 73.5%+0.8pp | 81.9%-7.6pp | 69.5%+4.8pp |
| Annual return | 19.75% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,767 | $2,884-38.7% | $4,695-62.4% | $2,042-13.5% |
| Participant deferral / active EE | $10,730 | $5,164+107.8% | $6,247+71.8% | $3,169+238.6% |
| Admin fee / account holder | $37 | $525-93.0% | $9,243-99.6% | $479-92.4% |