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 33 · EIN 04-2675571 | Securities brokerage; Other fees | $58,143 |
STRATEGIC ADVISORS, INC.1 year Service code 99 · EIN 04-2654524 | Other Fees | $10,489 |
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 | $58,932 | $62,543-5.8% | $83,333-29.3% | $55,725+5.8% |
| Participation rate | 96.5% | 78.4%+18.1pp | 77.8%+18.7pp | 70.9%+25.6pp |
| Annual return | -4.61% | 14.85%-19.5pp | 10.63%-15.2pp | 244.93%-249.5pp |
| Employer contribution / active EE | $5,406 | $2,427+122.7% | $3,379+60.0% | $2,078+160.1% |
| Participant deferral / active EE | $11,095 | $5,682+95.3% | $5,565+99.4% | $3,356+230.7% |
| Admin fee / account holder | $112 | $103+8.4% | $7,510-98.5% | $115-2.9% |