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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,790 |
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 | $65,418 | $134,045-51.2% | $80,019-18.2% | $75,289-13.1% |
| Participation rate | 80.7% | 85.8%-5.0pp | 75.8%+4.9pp | 72.4%+8.3pp |
| Annual return | -4.60% | -0.56%-4.0pp | 11.22%-15.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,088 | $3,492-68.8% | $2,468-55.9% | $2,405-54.8% |
| Participant deferral / active EE | $3,734 | $4,976-25.0% | $3,686+1.3% | $3,739-0.1% |
| Admin fee / account holder | $22 | $124-82.0% | $6,521-99.7% | $102-78.2% |