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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,894 |
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 | $54,314 | $57,096-4.9% | $94,224-42.4% | $55,191-1.6% |
| Participation rate | 95.4% | 75.7%+19.7pp | 78.8%+16.6pp | 69.2%+26.2pp |
| Annual return | 34.54% | 159.65%-125.1pp | 10.68%+23.9pp | 10.78%+23.8pp |
| Employer contribution / active EE | $2,888 | $1,708+69.1% | $3,587-19.5% | $1,899+52.1% |
| Participant deferral / active EE | $5,590 | $3,165+76.6% | $4,320+29.4% | $3,046+83.5% |
| Admin fee / account holder | $33 | $89-63.1% | $6,269-99.5% | $91-63.7% |