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) | $11,365 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $554 |
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 | $93,657 | $62,267+50.4% | $110,238-15.0% | $55,725+68.1% |
| Participation rate | 93.2% | 78.1%+15.0pp | 79.8%+13.3pp | 70.9%+22.3pp |
| Annual return | -3.89% | -1.07%-2.8pp | 314.74%-318.6pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,517 | $1,941-21.9% | $3,826-60.4% | $2,078-27.0% |
| Participant deferral / active EE | $6,441 | $3,516+83.2% | $4,672+37.9% | $3,356+91.9% |
| Admin fee / account holder | $32 | $121-73.1% | $8,547-99.6% | $115-71.8% |