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 | $75,946 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,230 |
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 | $167,579 | $75,388+122.3% | $123,544+35.6% | $55,725+200.7% |
| Participation rate | 94.5% | 75.7%+18.8pp | 82.3%+12.2pp | 70.9%+23.6pp |
| Annual return | -5.07% | 4.48%-9.5pp | 119.20%-124.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $8,799 | $3,063+187.2% | $4,628+90.1% | $2,078+323.4% |
| Participant deferral / active EE | $12,208 | $5,651+116.1% | $6,426+90.0% | $3,356+263.8% |
| Admin fee / account holder | $153 | $120+27.8% | $9,284-98.4% | $115+32.9% |