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 | $33,813 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,529 |
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 | $133,038 | $94,621+40.6% | $138,135-3.7% | $73,409+81.2% |
| Participation rate | 98.0% | 83.4%+14.6pp | 78.7%+19.3pp | 72.2%+25.9pp |
| Annual return | 12.85% | 16.57%-3.7pp | 20.51%-7.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $2,894 | $4,410-34.4% | $5,587-48.2% | $2,234+29.6% |
| Participant deferral / active EE | $6,270 | $6,199+1.2% | $6,431-2.5% | $3,805+64.8% |
| Admin fee / account holder | $47 | $140-66.7% | $11,856-99.6% | $158-70.4% |