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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
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 | $82,348 | $71,802+14.7% | $133,980-38.5% | $57,658+42.8% |
| Participation rate | 75.8% | 85.5%-9.7pp | 87.1%-11.3pp | 70.2%+5.5pp |
| Annual return | 7.29% | 13.51%-6.2pp | 29.30%-22.0pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,625 | $3,161-48.6% | $5,211-68.8% | $1,974-17.7% |
| Participant deferral / active EE | $6,758 | $4,606+46.7% | $6,282+7.6% | $3,061+120.8% |
| Admin fee / account holder | $21 | $88-76.2% | $9,324-99.8% | $95-77.9% |