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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$229 |
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 | $39,762 | $55,790-28.7% | $76,817-48.2% | $67,579-41.2% |
| Participation rate | 75.6% | 71.1%+4.6pp | 72.1%+3.6pp | 71.3%+4.4pp |
| Annual return | 25.90% | 64.45%-38.6pp | 1166.11%-1140.2pp | 378.56%-352.7pp |
| Employer contribution / active EE | $3,481 | $1,810+92.3% | $2,302+51.2% | $2,148+62.1% |
| Participant deferral / active EE | $3,029 | $2,875+5.4% | $3,336-9.2% | $3,539-14.4% |
| Admin fee / account holder | $21 | $159-86.6% | $6,420-99.7% | $142-85.0% |