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) | $10,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,932 |
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 | $130,302 | $80,753+61.4% | $136,294-4.4% | $62,292+109.2% |
| Participation rate | 88.6% | 73.5%+15.1pp | 81.9%+6.7pp | 69.5%+19.1pp |
| Annual return | 22.43% | 35.83%-13.4pp | 5155.94%-5133.5pp | 28.90%-6.5pp |
| Employer contribution / active EE | $5,453 | $2,884+89.1% | $4,695+16.1% | $2,042+167.0% |
| Participant deferral / active EE | $13,402 | $5,164+159.5% | $6,247+114.5% | $3,169+322.9% |
| Admin fee / account holder | $35 | $525-93.4% | $9,243-99.6% | $479-92.7% |