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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $363 |
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 | $121,117 | $85,766+41.2% | $136,294-11.1% | $70,131+72.7% |
| Participation rate | 90.2% | 74.2%+16.1pp | 81.9%+8.3pp | 69.5%+20.7pp |
| Annual return | 19.04% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,479 | $2,966-50.1% | $4,695-68.5% | $2,342-36.8% |
| Participant deferral / active EE | $5,165 | $5,051+2.2% | $6,247-17.3% | $3,332+55.0% |
| Admin fee / account holder | $65 | $5,420-98.8% | $9,243-99.3% | $4,645-98.6% |