Filed January 13, 2025
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 60 · EIN 04-2647786 | Sub-TA Fees | $165,531 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $139,368 |
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 | $183,431 | $29,516+521.5% | $77,482+136.7% | $90,288+103.2% |
| Participation rate | 84.4% | 33.7%+50.8pp | 54.2%+30.2pp | 73.4%+11.1pp |
| Annual return | 20.57% | 231.18%-210.6pp | 54.79%-34.2pp | 53.97%-33.4pp |
| Employer contribution / active EE | $6,301 | $381+1554.9% | $986+538.7% | $2,524+149.6% |
| Participant deferral / active EE | $10,908 | $944+1055.5% | $1,861+486.1% | $4,232+157.7% |
| Admin fee / account holder | $98 | $106-7.7% | $2,858-96.6% | $114-14.4% |