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) | $13,520 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,033 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $321,945 | $73,102+340.4% | $123,544+160.6% | $56,287+472.0% |
| Participation rate | 97.2% | 74.3%+22.9pp | 82.3%+14.9pp | 69.9%+27.4pp |
| Annual return | -4.28% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,530 | $2,977+18.6% | $4,628-23.7% | $2,111+67.2% |
| Participant deferral / active EE | $14,603 | $5,423+169.3% | $6,426+127.3% | $3,350+336.0% |
| Admin fee / account holder | $69 | $554-87.5% | $9,284-99.3% | $521-86.7% |