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) | $9,635 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,194 |
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 | $81,871 | $54,320+50.7% | $67,652+21.0% | $52,331+56.5% |
| Participation rate | 92.6% | 73.6%+19.0pp | 75.7%+16.9pp | 68.1%+24.5pp |
| Annual return | 0.74% | 6.81%-6.1pp | 6625.04%-6624.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,741 | $1,544+12.7% | $2,266-23.2% | $1,882-7.5% |
| Participant deferral / active EE | $3,926 | $2,950+33.1% | $3,560+10.3% | $3,022+29.9% |
| Admin fee / account holder | $79 | $527-85.0% | $4,821-98.4% | $592-86.6% |