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 37 · EIN 04-2647786 | Loan Processing | $43,534 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,242 |
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 | $24,625 | $63,975-61.5% | $40,145,923-99.9% | $63,975-61.5% |
| Participation rate | 86.2% | 71.1%+15.1pp | 68.4%+17.8pp | 71.1%+15.1pp |
| Annual return | 6.93% | 48.65%-41.7pp | 5.24%+1.7pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1,508 | $2,182-30.9% | $1,844-18.2% | $2,182-30.9% |
| Participant deferral / active EE | $1,562 | $3,356-53.5% | $2,591-39.7% | $3,356-53.5% |
| Admin fee / account holder | $49 | $70-31.1% | $2,903-98.3% | $70-31.1% |