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 | $29,314 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,505 |
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 | $29,375 | $56,152-47.7% | $185,823-84.2% | $73,409-60.0% |
| Participation rate | 98.1% | 67.6%+30.5pp | 78.0%+20.0pp | 72.2%+25.9pp |
| Annual return | 16.73% | 17.59%-0.9pp | 35.95%-19.2pp | 59.29%-42.6pp |
| Employer contribution / active EE | $595 | $1,532-61.1% | $4,087-85.4% | $2,234-73.4% |
| Participant deferral / active EE | $4,303 | $3,659+17.6% | $5,632-23.6% | $3,805+13.1% |
| Admin fee / account holder | $30 | $132-77.6% | $9,500-99.7% | $158-81.3% |