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) | $8,699 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,125 |
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 | $73,204 | $48,261+51.7% | $68,793+6.4% | $55,725+31.4% |
| Participation rate | 96.3% | 71.0%+25.2pp | 72.2%+24.1pp | 70.9%+25.4pp |
| Annual return | -5.89% | -2.61%-3.3pp | -4.63%-1.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $4,462 | $1,742+156.1% | $2,625+70.0% | $2,078+114.7% |
| Participant deferral / active EE | $6,485 | $2,712+139.2% | $3,311+95.9% | $3,356+93.3% |
| Admin fee / account holder | $19 | $126-85.3% | $5,131-99.6% | $115-83.9% |