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 | $27,381 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,587 |
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 | $55,291 | $89,652-38.3% | $141,162-60.8% | $65,185-15.2% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.5%+15.3pp | 70.2%+27.6pp |
| Annual return | 28.97% | 32.79%-3.8pp | 71.39%-42.4pp | 29.38%-0.4pp |
| Employer contribution / active EE | $2,007 | $3,065-34.5% | $4,735-57.6% | $2,177-7.8% |
| Participant deferral / active EE | $7,917 | $5,691+39.1% | $6,709+18.0% | $3,514+125.3% |
| Admin fee / account holder | $161 | $569-71.7% | $10,261-98.4% | $847-81.0% |