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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,662 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,507 |
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 | $40,992 | $64,311-36.3% | $110,238-62.8% | $75,289-45.6% |
| Participation rate | 93.0% | 79.3%+13.8pp | 79.8%+13.2pp | 72.4%+20.6pp |
| Annual return | -4.43% | -1.74%-2.7pp | 314.74%-319.2pp | -0.04%-4.4pp |
| Employer contribution / active EE | $932 | $2,404-61.2% | $3,826-75.6% | $2,405-61.2% |
| Participant deferral / active EE | $3,683 | $3,892-5.4% | $4,672-21.2% | $3,739-1.5% |
| Admin fee / account holder | $17 | $88-80.1% | $8,547-99.8% | $102-82.9% |