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 | $21,973 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,253 |
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 | $70,284 | $69,305+1.4% | $82,313-14.6% | $69,631+0.9% |
| Participation rate | 94.8% | 80.3%+14.5pp | 76.9%+17.9pp | 70.7%+24.1pp |
| Annual return | 19.00% | 21.47%-2.5pp | 25.88%-6.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $1,734 | $1,887-8.1% | $2,428-28.6% | $2,032-14.7% |
| Participant deferral / active EE | $5,151 | $3,568+44.3% | $3,706+39.0% | $3,224+59.8% |
| Admin fee / account holder | $55 | $97-43.7% | $5,608-99.0% | $110-50.4% |