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 | $148,551 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,141 |
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 | $55,418 | $127,481-56.5% | $149,696-63.0% | $90,288-38.6% |
| Participation rate | 92.6% | 78.2%+14.4pp | 82.5%+10.1pp | 73.4%+19.2pp |
| Annual return | 14.67% | 57.78%-43.1pp | 276.60%-261.9pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,864 | $3,448-45.9% | $4,644-59.9% | $2,524-26.2% |
| Participant deferral / active EE | $5,671 | $6,975-18.7% | $6,842-17.1% | $4,232+34.0% |
| Admin fee / account holder | $105 | $152-30.5% | $9,309-98.9% | $114-7.5% |