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 27 · EIN 04-2675571 | Advisory (Plan) | $89,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $88,193 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,029 |
STG INC.1 year Service code 16 · EIN 54-1496992 | Consulting | $7,866 |
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 | $72,100 | $127,481-43.4% | $149,696-51.8% | $90,288-20.1% |
| Participation rate | 70.6% | 78.2%-7.6pp | 82.5%-11.9pp | 73.4%-2.7pp |
| Annual return | 288.62% | 57.78%+230.8pp | 276.60%+12.0pp | 53.97%+234.7pp |
| Employer contribution / active EE | $2,463 | $3,448-28.6% | $4,644-47.0% | $2,524-2.4% |
| Participant deferral / active EE | $7,112 | $6,975+2.0% | $6,842+4.0% | $4,232+68.0% |
| Admin fee / account holder | $85 | $152-43.7% | $9,309-99.1% | $114-25.1% |