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 | $17,139 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,967 |
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 | $66,890 | $74,347-10.0% | $93,606-28.5% | $67,579-1.0% |
| Participation rate | 98.6% | 80.6%+18.0pp | 75.8%+22.8pp | 71.3%+27.4pp |
| Annual return | 28.78% | 28.07%+0.7pp | 32.76%-4.0pp | 378.56%-349.8pp |
| Employer contribution / active EE | $4,465 | $2,583+72.9% | $2,718+64.3% | $2,148+107.9% |
| Participant deferral / active EE | $12,004 | $4,060+195.7% | $4,069+195.0% | $3,539+239.2% |
| Admin fee / account holder | $35 | $123-71.2% | $7,888-99.6% | $142-75.2% |