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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,115 |
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 | $73,972 | $89,652-17.5% | $141,162-47.6% | $65,185+13.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 26.56% | 32.79%-6.2pp | 71.39%-44.8pp | 29.38%-2.8pp |
| Employer contribution / active EE | $3,378 | $3,065+10.2% | $4,735-28.7% | $2,177+55.2% |
| Participant deferral / active EE | $20,387 | $5,691+258.2% | $6,709+203.9% | $3,514+480.2% |
| Admin fee / account holder | $35 | $569-93.9% | $10,261-99.7% | $847-95.9% |