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 | $105,470 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,166 |
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 | $55,423 | $57,606-3.8% | $67,313-17.7% | $75,289-26.4% |
| Participation rate | 71.9% | 68.2%+3.7pp | 69.1%+2.8pp | 72.4%-0.5pp |
| Annual return | -4.35% | -0.47%-3.9pp | -4.08%-0.3pp | -0.04%-4.3pp |
| Employer contribution / active EE | $2,811 | $2,206+27.4% | $2,566+9.6% | $2,405+16.9% |
| Participant deferral / active EE | $4,857 | $3,195+52.0% | $3,568+36.1% | $3,739+29.9% |
| Admin fee / account holder | $82 | $83-0.6% | $4,507-98.2% | $102-19.7% |