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 60 · EIN 04-2647786 | Sub-TA Fees | $56,932 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,174 |
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 | $102,242 | $65,592+55.9% | $90,160+13.4% | $69,631+46.8% |
| Participation rate | 86.6% | 77.6%+9.0pp | 76.9%+9.7pp | 70.7%+15.9pp |
| Annual return | 20.01% | 57.10%-37.1pp | 34.88%-14.9pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $5,774 | $2,193+163.3% | $3,318+74.0% | $2,032+184.1% |
| Participant deferral / active EE | $12,295 | $5,257+133.9% | $5,288+132.5% | $3,224+281.4% |
| Admin fee / account holder | $54 | $86-36.9% | $5,943-99.1% | $110-51.1% |