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 6-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 37 · EIN 04-2647786 | Loan Processing | $36,234 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,278 |
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 | $129,336 | $113,995+13.5% | $127,761+1.2% | $77,787+66.3% |
| Participation rate | 96.7% | 85.7%+11.0pp | 79.0%+17.7pp | 73.2%+23.5pp |
| Annual return | 20.80% | 26.09%-5.3pp | 26.14%-5.3pp | 32.57%-11.8pp |
| Employer contribution / active EE | $3,040 | $6,012-49.4% | $4,574-33.5% | $2,504+21.4% |
| Participant deferral / active EE | $6,635 | $7,267-8.7% | $6,021+10.2% | $3,967+67.2% |
| Admin fee / account holder | $43 | $108-60.4% | $9,395-99.5% | $100-57.3% |