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 | $125,088 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,516 |
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 | $77,137 | $74,462+3.6% | $81,983-5.9% | $90,288-14.6% |
| Participation rate | 77.9% | 69.7%+8.3pp | 69.2%+8.7pp | 73.4%+4.6pp |
| Annual return | 18.36% | 17.56%+0.8pp | 41.31%-22.9pp | 53.97%-35.6pp |
| Employer contribution / active EE | $3,406 | $2,334+45.9% | $2,498+36.3% | $2,524+34.9% |
| Participant deferral / active EE | $5,670 | $3,602+57.4% | $3,722+52.3% | $4,232+34.0% |
| Admin fee / account holder | $98 | $98-0.4% | $5,664-98.3% | $114-14.5% |