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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,171 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,886 |
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 | $48,948 | $65,592-25.4% | $90,160-45.7% | $69,631-29.7% |
| Participation rate | 80.7% | 77.6%+3.1pp | 76.9%+3.8pp | 70.7%+10.0pp |
| Annual return | 23.55% | 57.10%-33.6pp | 34.88%-11.3pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $2,188 | $2,193-0.2% | $3,318-34.1% | $2,032+7.7% |
| Participant deferral / active EE | $6,866 | $5,257+30.6% | $5,288+29.8% | $3,224+113.0% |
| Admin fee / account holder | $20 | $86-77.0% | $5,943-99.7% | $110-82.1% |