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) | $12,568 |
SMARTDOLLAR1 year Filed as: SMARTDOLLAR LAMPO GROUP LLC Service code 16 1749 MALLORY LN · BRENTWOOD, TN 37027 | Consulting | $10,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,875 |
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 | $35,447 | $62,928-43.7% | $172,739-79.5% | $67,579-47.5% |
| Participation rate | 95.1% | 64.5%+30.6pp | 82.6%+12.4pp | 71.3%+23.8pp |
| Annual return | 23.05% | 30.36%-7.3pp | 802.84%-779.8pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,155 | $1,636+31.7% | $5,143-58.1% | $2,148+0.3% |
| Participant deferral / active EE | $3,654 | $2,145+70.4% | $5,198-29.7% | $3,539+3.2% |
| Admin fee / account holder | $39 | $167-76.7% | $13,954-99.7% | $142-72.7% |