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 | $35,150 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,295 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,780 | $48,471-50.9% | $182,532-87.0% | $67,579-64.8% |
| Participation rate | 89.5% | 67.2%+22.3pp | 78.0%+11.5pp | 71.3%+18.2pp |
| Annual return | 23.51% | 31.08%-7.6pp | 148.54%-125.0pp | 378.56%-355.1pp |
| Employer contribution / active EE | $224 | $1,461-84.7% | $4,076-94.5% | $2,148-89.6% |
| Participant deferral / active EE | $2,996 | $3,324-9.9% | $5,524-45.8% | $3,539-15.4% |
| Admin fee / account holder | $34 | $151-77.5% | $8,592-99.6% | $142-76.0% |