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 | $30,286 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,555 |
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 | $116,550 | $120,075-2.9% | $90,782+28.4% | $55,725+109.2% |
| Participation rate | 86.4% | 88.0%-1.6pp | 82.7%+3.8pp | 70.9%+15.6pp |
| Annual return | -4.28% | -3.47%-0.8pp | -3.42%-0.9pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,793 | $4,693-40.5% | $4,105-32.0% | $2,078+34.4% |
| Participant deferral / active EE | $7,508 | $6,826+10.0% | $5,366+39.9% | $3,356+123.8% |
| Admin fee / account holder | $136 | $111+21.9% | $5,908-97.7% | $115+18.0% |