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 | $92,281 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,089 |
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 | $70,721 | $71,957-1.7% | $67,652+4.5% | $59,188+19.5% |
| Participation rate | 91.7% | 82.7%+9.1pp | 75.7%+16.1pp | 69.4%+22.3pp |
| Annual return | 2.18% | 8.53%-6.3pp | 6625.04%-6622.9pp | 5.51%-3.3pp |
| Employer contribution / active EE | $5,238 | $2,432+115.4% | $2,266+131.2% | $2,098+149.7% |
| Participant deferral / active EE | $5,559 | $4,211+32.0% | $3,560+56.2% | $3,265+70.3% |
| Admin fee / account holder | $39 | $64-39.3% | $4,821-99.2% | $92-57.8% |