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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,009 |
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 | $237,896 | $99,957+138.0% | $149,696+58.9% | $73,488+223.7% |
| Participation rate | 99.6% | 75.7%+23.9pp | 82.5%+17.1pp | 70.7%+28.9pp |
| Annual return | 17.46% | 53.87%-36.4pp | 276.60%-259.1pp | 28.51%-11.1pp |
| Employer contribution / active EE | $22,289 | $3,191+598.5% | $4,644+379.9% | $2,270+881.8% |
| Participant deferral / active EE | $11,290 | $6,073+85.9% | $6,842+65.0% | $3,740+201.9% |
| Admin fee / account holder | $79 | $551-85.6% | $9,309-99.1% | $513-84.5% |