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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,208 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,080 |
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 | $92,617 | $56,095+65.1% | $178,490-48.1% | $90,288+2.6% |
| Participation rate | 79.1% | 65.6%+13.6pp | 81.9%-2.8pp | 73.4%+5.8pp |
| Annual return | 15.28% | 28.81%-13.5pp | 151.07%-135.8pp | 53.97%-38.7pp |
| Employer contribution / active EE | $2,649 | $1,572+68.5% | $5,011-47.1% | $2,524+4.9% |
| Participant deferral / active EE | $5,597 | $2,669+109.7% | $5,202+7.6% | $4,232+32.3% |
| Admin fee / account holder | $35 | $101-65.1% | $13,984-99.7% | $114-69.2% |