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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,184 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,935 |
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 | $163,355 | $51,288+218.5% | $81,983+99.3% | $73,409+122.5% |
| Participation rate | 84.5% | 64.0%+20.5pp | 69.2%+15.3pp | 72.2%+12.4pp |
| Annual return | 15.56% | 29.48%-13.9pp | 41.31%-25.8pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,584 | $1,487+6.5% | $2,498-36.6% | $2,234-29.1% |
| Participant deferral / active EE | $5,261 | $2,715+93.8% | $3,722+41.4% | $3,805+38.3% |
| Admin fee / account holder | -$3 | $125-102.6% | $5,664-100.1% | $158-102.1% |