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 8-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,644 |
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 | $82,631 | $99,957-17.3% | $149,696-44.8% | $73,488+12.4% |
| Participation rate | 88.5% | 75.7%+12.8pp | 82.5%+6.0pp | 70.7%+17.8pp |
| Annual return | 22.25% | 53.87%-31.6pp | 276.60%-254.4pp | 28.51%-6.3pp |
| Employer contribution / active EE | $4,191 | $3,191+31.3% | $4,644-9.8% | $2,270+84.6% |
| Participant deferral / active EE | $9,978 | $6,073+64.3% | $6,842+45.8% | $3,740+166.8% |
| Admin fee / account holder | $41 | $551-92.6% | $9,309-99.6% | $513-92.1% |