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 8-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 | $117,767 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,329 |
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 | $43,406 | $47,456-8.5% | $172,739-74.9% | $77,787-44.2% |
| Participation rate | 99.9% | 66.3%+33.6pp | 82.6%+17.2pp | 73.2%+26.6pp |
| Annual return | 23.63% | 35.57%-11.9pp | 802.84%-779.2pp | 32.57%-8.9pp |
| Employer contribution / active EE | $1,634 | $1,574+3.8% | $5,143-68.2% | $2,504-34.7% |
| Participant deferral / active EE | $3,043 | $2,560+18.9% | $5,198-41.4% | $3,967-23.3% |
| Admin fee / account holder | $73 | $81-10.2% | $13,954-99.5% | $100-27.4% |