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) | $114,619 |
Service code 37 · EIN 04-2647786 | Loan Processing | $85,668 |
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 | $82,362 | $78,852+4.5% | $76,768+7.3% | $75,289+9.4% |
| Participation rate | 93.4% | 85.0%+8.4pp | 77.0%+16.4pp | 72.4%+21.0pp |
| Annual return | -4.76% | -1.29%-3.5pp | 2.43%-7.2pp | -0.04%-4.7pp |
| Employer contribution / active EE | $6,608 | $2,794+136.5% | $2,485+165.9% | $2,405+174.7% |
| Participant deferral / active EE | $6,419 | $4,800+33.7% | $3,852+66.7% | $3,739+71.7% |
| Admin fee / account holder | $41 | $79-48.7% | $6,675-99.4% | $102-60.4% |