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 9-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) | $5,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
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 | $64,902 | $39,948+62.5% | $89,391-27.4% | $73,409-11.6% |
| Participation rate | 98.6% | 50.4%+48.1pp | 68.0%+30.6pp | 72.2%+26.4pp |
| Annual return | 19.69% | 50.12%-30.4pp | 245.62%-225.9pp | 59.29%-39.6pp |
| Employer contribution / active EE | $2,870 | $1,200+139.2% | $2,586+11.0% | $2,234+28.5% |
| Participant deferral / active EE | $5,064 | $2,193+131.0% | $3,890+30.2% | $3,805+33.1% |
| Admin fee / account holder | $19 | $134-86.0% | $4,881-99.6% | $158-88.1% |