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 | $237,961 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,925 |
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 | $103,612 | $37,213+178.4% | $156,549-33.8% | $63,975+62.0% |
| Participation rate | 97.6% | 65.0%+32.6pp | 84.0%+13.6pp | 71.1%+26.5pp |
| Annual return | 9.29% | 47.89%-38.6pp | 32.23%-22.9pp | 48.65%-39.4pp |
| Employer contribution / active EE | $4,492 | $1,357+231.0% | $5,501-18.4% | $2,182+105.9% |
| Participant deferral / active EE | $4,596 | $2,070+122.0% | $4,871-5.6% | $3,356+36.9% |
| Admin fee / account holder | $75 | $56+33.6% | $13,027-99.4% | $70+6.8% |