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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,881 |
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 | $83,279 | $74,347+12.0% | $93,606-11.0% | $67,579+23.2% |
| Participation rate | 91.3% | 80.6%+10.7pp | 75.8%+15.4pp | 71.3%+20.0pp |
| Annual return | 22.95% | 28.07%-5.1pp | 32.76%-9.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,645 | $2,583-36.3% | $2,718-39.5% | $2,148-23.4% |
| Participant deferral / active EE | $4,799 | $4,060+18.2% | $4,069+18.0% | $3,539+35.6% |
| Admin fee / account holder | $39 | $123-67.9% | $7,888-99.5% | $142-72.4% |