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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,018 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,270 |
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 | $142,419 | $46,423+206.8% | $75,886+87.7% | $67,579+110.7% |
| Participation rate | 85.6% | 63.1%+22.5pp | 69.3%+16.3pp | 71.3%+14.3pp |
| Annual return | 23.39% | 32.29%-8.9pp | 30.76%-7.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,479 | $1,406+5.2% | $2,500-40.8% | $2,148-31.1% |
| Participant deferral / active EE | $4,778 | $2,564+86.3% | $3,603+32.6% | $3,539+35.0% |
| Admin fee / account holder | -$9 | $132-106.9% | $5,418-100.2% | $142-106.4% |