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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,469 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,454 |
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 | $119,193 | $73,102+63.1% | $123,544-3.5% | $56,287+111.8% |
| Participation rate | 90.6% | 74.3%+16.3pp | 82.3%+8.3pp | 69.9%+20.8pp |
| Annual return | -2.27% | 3.01%-5.3pp | 119.20%-121.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $5,163 | $2,977+73.4% | $4,628+11.6% | $2,111+144.6% |
| Participant deferral / active EE | $12,588 | $5,423+132.1% | $6,426+95.9% | $3,350+275.8% |
| Admin fee / account holder | $45 | $554-91.8% | $9,284-99.5% | $521-91.3% |