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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,194 |
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 | $101,031 | $71,192+41.9% | $117,854-14.3% | $62,292+62.2% |
| Participation rate | 98.7% | 74.2%+24.5pp | 79.7%+19.0pp | 69.5%+29.2pp |
| Annual return | 17.04% | 18.66%-1.6pp | 335.08%-318.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $4,389 | $1,934+127.0% | $3,786+15.9% | $2,042+114.9% |
| Participant deferral / active EE | $3,557 | $3,189+11.5% | $4,482-20.6% | $3,169+12.2% |
| Admin fee / account holder | $77 | $587-86.9% | $8,020-99.0% | $479-83.9% |