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) | $6,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,643 |
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 | $70,663 | $54,320+30.1% | $67,652+4.5% | $52,331+35.0% |
| Participation rate | 83.1% | 73.6%+9.5pp | 75.7%+7.4pp | 68.1%+14.9pp |
| Annual return | 1.81% | 6.81%-5.0pp | 6625.04%-6623.2pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,883 | $1,544+22.0% | $2,266-16.9% | $1,882+0.1% |
| Participant deferral / active EE | $4,076 | $2,950+38.2% | $3,560+14.5% | $3,022+34.9% |
| Admin fee / account holder | $34 | $527-93.5% | $4,821-99.3% | $592-94.2% |