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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,338 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,369 |
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 | $163,875 | $111,491+47.0% | $189,513-13.5% | $86,799+88.8% |
| Participation rate | 86.6% | 87.3%-0.7pp | 87.8%-1.2pp | 72.3%+14.3pp |
| Annual return | 17.24% | 83.50%-66.3pp | 555.15%-537.9pp | 97.91%-80.7pp |
| Employer contribution / active EE | $2,254 | $3,951-42.9% | $6,162-63.4% | $2,405-6.3% |
| Participant deferral / active EE | $8,543 | $6,437+32.7% | $8,221+3.9% | $4,131+106.8% |
| Admin fee / account holder | $54 | $189-71.3% | $12,045-99.6% | $170-68.1% |