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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,797 |
Service code 37 · EIN 04-2647786 | Loan Processing | $102,717 |
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 | $114,456 | $124,049-7.7% | $95,952+19.3% | $93,223+22.8% |
| Participation rate | 99.3% | 88.4%+10.9pp | 77.1%+22.2pp | 74.9%+24.4pp |
| Annual return | 25.98% | 22.17%+3.8pp | 91.61%-65.6pp | 19.29%+6.7pp |
| Employer contribution / active EE | $7,994 | $3,478+129.8% | $2,541+214.6% | $2,680+198.3% |
| Participant deferral / active EE | $7,508 | $6,147+22.2% | $4,167+80.2% | $4,563+64.5% |
| Admin fee / account holder | $50 | $73-31.5% | $6,795-99.3% | $79-37.1% |