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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,847 |
Service code 37 · EIN 04-2647786 | Loan Processing | $381 |
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 | $113,069 | $50,498+123.9% | $75,781+49.2% | $55,191+104.9% |
| Participation rate | 73.3% | 69.4%+3.9pp | 75.8%-2.5pp | 69.2%+4.2pp |
| Annual return | 2.35% | 1.80%+0.6pp | 9.68%-7.3pp | 10.78%-8.4pp |
| Employer contribution / active EE | $801 | $2,291-65.0% | $3,323-75.9% | $1,899-57.8% |
| Participant deferral / active EE | $3,836 | $2,589+48.2% | $3,651+5.1% | $3,046+25.9% |
| Admin fee / account holder | $29 | $123-76.4% | $5,299-99.5% | $91-68.0% |