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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $103,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $103,052 |
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 | $132,588 | $143,525-7.6% | $379,746-65.1% | $90,288+46.9% |
| Participation rate | 91.3% | 82.9%+8.4pp | 78.4%+12.9pp | 73.4%+18.0pp |
| Annual return | 15.33% | 18.97%-3.6pp | 34.90%-19.6pp | 53.97%-38.6pp |
| Employer contribution / active EE | $4,101 | $3,201+28.1% | $3,540+15.8% | $2,524+62.5% |
| Participant deferral / active EE | $9,983 | $5,231+90.8% | $6,024+65.7% | $4,232+135.9% |
| Admin fee / account holder | $107 | $100+6.8% | $7,927-98.6% | $114-6.0% |