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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135,874 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,087 |
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 | $42,441 | $69,298-38.8% | $94,224-55.0% | $67,505-37.1% |
| Participation rate | 94.0% | 78.7%+15.3pp | 78.8%+15.2pp | 71.2%+22.8pp |
| Annual return | 1.96% | 4.36%-2.4pp | 10.68%-8.7pp | 6.52%-4.6pp |
| Employer contribution / active EE | $774 | $1,785-56.6% | $3,587-78.4% | $2,173-64.4% |
| Participant deferral / active EE | $3,112 | $3,471-10.3% | $4,320-28.0% | $3,597-13.5% |
| Admin fee / account holder | $22 | $59-63.0% | $6,269-99.7% | $56-61.2% |