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 | $158,287 |
Filed as: KESTRA Service code 27 · EIN 35-2552359 | Advisory (Plan) | $84,146 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,282 |
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 | $64,530 | $96,458-33.1% | $136,294-52.7% | $77,958-17.2% |
| Participation rate | 95.3% | 75.4%+19.9pp | 81.9%+13.3pp | 71.6%+23.6pp |
| Annual return | 102.59% | 23.78%+78.8pp | 5155.94%-5053.3pp | 20.87%+81.7pp |
| Employer contribution / active EE | $2,473 | $3,144-21.3% | $4,695-47.3% | $2,310+7.0% |
| Participant deferral / active EE | $7,459 | $5,902+26.4% | $6,247+19.4% | $3,537+110.9% |
| Admin fee / account holder | $127 | $80+58.0% | $9,243-98.6% | $97+30.5% |