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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,421 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,233 |
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 | $119,876 | $58,726+104.1% | $92,233+30.0% | $62,292+92.4% |
| Participation rate | 84.2% | 68.3%+15.9pp | 76.5%+7.7pp | 69.5%+14.7pp |
| Annual return | 17.94% | 43.62%-25.7pp | 176.28%-158.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $3,967 | $2,392+65.8% | $3,679+7.8% | $2,042+94.2% |
| Participant deferral / active EE | $9,390 | $2,766+239.5% | $3,897+141.0% | $3,169+196.3% |
| Admin fee / account holder | $124 | $556-77.8% | $5,194-97.6% | $479-74.2% |