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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,930 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,447 |
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 | $48,771 | $61,473-20.7% | $81,930-40.5% | $73,409-33.6% |
| Participation rate | 81.4% | 72.4%+9.0pp | 72.0%+9.4pp | 72.2%+9.2pp |
| Annual return | 21.34% | 28.26%-6.9pp | 29.49%-8.2pp | 59.29%-38.0pp |
| Employer contribution / active EE | $3,833 | $1,898+101.9% | $4,310-11.1% | $2,234+71.6% |
| Participant deferral / active EE | $3,622 | $3,080+17.6% | $7,107-49.0% | $3,805-4.8% |
| Admin fee / account holder | $29 | $125-77.0% | $5,158-99.4% | $158-81.8% |