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) | $15,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,115 |
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 | $125,840 | $63,905+96.9% | $74,183+69.6% | $57,658+118.3% |
| Participation rate | 98.0% | 79.8%+18.2pp | 76.6%+21.4pp | 70.2%+27.8pp |
| Annual return | 8.29% | 60.60%-52.3pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,356 | $1,840+28.0% | $2,370-0.6% | $1,974+19.4% |
| Participant deferral / active EE | $8,723 | $3,448+153.0% | $3,550+145.7% | $3,061+185.0% |
| Admin fee / account holder | -$35 | $91-138.6% | $5,586-100.6% | $95-137.2% |