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) | $20,029 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,207 |
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 | $72,533 | $55,790+30.0% | $76,817-5.6% | $67,579+7.3% |
| Participation rate | 86.4% | 71.1%+15.3pp | 72.1%+14.3pp | 71.3%+15.1pp |
| Annual return | 46.60% | 64.45%-17.9pp | 1166.11%-1119.5pp | 378.56%-332.0pp |
| Employer contribution / active EE | $3,755 | $1,810+107.4% | $2,302+63.1% | $2,148+74.8% |
| Participant deferral / active EE | $5,321 | $2,875+85.1% | $3,336+59.5% | $3,539+50.3% |
| Admin fee / account holder | $30 | $159-81.0% | $6,420-99.5% | $142-78.8% |