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 | $121,558 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,181 |
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 | $97,883 | $117,734-16.9% | $115,752-15.4% | $77,958+25.6% |
| Participation rate | 77.6% | 82.0%-4.4pp | 77.8%-0.2pp | 71.6%+5.9pp |
| Annual return | 19.91% | 17.65%+2.3pp | 19.41%+0.5pp | 20.87%-1.0pp |
| Employer contribution / active EE | $2,742 | $2,736+0.2% | $3,492-21.5% | $2,310+18.7% |
| Participant deferral / active EE | $5,984 | $4,435+34.9% | $5,204+15.0% | $3,537+69.2% |
| Admin fee / account holder | $84 | $75+11.8% | $6,278-98.7% | $97-13.9% |