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 | $136,366 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,065 |
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 | $44,140 | $101,523-56.5% | $141,162-68.7% | $77,787-43.3% |
| Participation rate | 92.1% | 77.4%+14.7pp | 82.5%+9.6pp | 73.2%+18.9pp |
| Annual return | 23.97% | 56.22%-32.3pp | 71.39%-47.4pp | 32.57%-8.6pp |
| Employer contribution / active EE | $1,860 | $3,341-44.3% | $4,735-60.7% | $2,504-25.7% |
| Participant deferral / active EE | $4,636 | $6,434-27.9% | $6,709-30.9% | $3,967+16.9% |
| Admin fee / account holder | $89 | $92-3.0% | $10,261-99.1% | $100-11.2% |