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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,263 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,538 |
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 | $97,143 | $81,537+19.1% | $149,718-35.1% | $69,631+39.5% |
| Participation rate | 73.3% | 86.1%-12.8pp | 87.1%-13.8pp | 70.7%+2.6pp |
| Annual return | 18.83% | 22.79%-4.0pp | 1501.63%-1482.8pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $1,893 | $3,239-41.6% | $5,445-65.2% | $2,032-6.8% |
| Participant deferral / active EE | $7,488 | $4,994+49.9% | $6,569+14.0% | $3,224+132.3% |
| Admin fee / account holder | $29 | $107-73.0% | $11,283-99.7% | $110-73.9% |