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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,950 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $11,355 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $91,646 | $62,928+45.6% | $172,739-46.9% | $67,579+35.6% |
| Participation rate | 94.1% | 64.5%+29.7pp | 82.6%+11.5pp | 71.3%+22.9pp |
| Annual return | 20.53% | 30.36%-9.8pp | 802.84%-782.3pp | 378.56%-358.0pp |
| Employer contribution / active EE | $937 | $1,636-42.7% | $5,143-81.8% | $2,148-56.4% |
| Participant deferral / active EE | $4,090 | $2,145+90.7% | $5,198-21.3% | $3,539+15.6% |
| Admin fee / account holder | $57 | $167-65.7% | $13,954-99.6% | $142-59.8% |