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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,456 |
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 | $75,377 | $69,159+9.0% | $125,175-39.8% | $67,579+11.5% |
| Participation rate | 98.2% | 78.2%+20.0pp | 79.8%+18.4pp | 71.3%+26.9pp |
| Annual return | 24.52% | 27.12%-2.6pp | 43.79%-19.3pp | 378.56%-354.0pp |
| Employer contribution / active EE | $4,092 | $2,023+102.2% | $3,865+5.9% | $2,148+90.5% |
| Participant deferral / active EE | $8,875 | $3,700+139.9% | $4,937+79.8% | $3,539+150.8% |
| Admin fee / account holder | $37 | $142-73.6% | $9,702-99.6% | $142-73.7% |