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 | $8,544 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,273 |
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 | $65,303 | $62,324+4.8% | $68,509-4.7% | $55,191+18.3% |
| Participation rate | 95.5% | 78.9%+16.6pp | 74.7%+20.8pp | 69.2%+26.4pp |
| Annual return | 1.64% | 4.26%-2.6pp | 8.27%-6.6pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,467 | $2,223-34.0% | $2,278-35.6% | $1,899-22.8% |
| Participant deferral / active EE | $3,877 | $3,425+13.2% | $3,382+14.6% | $3,046+27.3% |
| Admin fee / account holder | $24 | $91-73.7% | $5,275-99.5% | $91-73.5% |