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 7-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 | $12,629 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,966 |
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 | $51,132 | $88,122-42.0% | $141,162-63.8% | $67,579-24.3% |
| Participation rate | 94.5% | 76.5%+18.0pp | 82.5%+12.0pp | 71.3%+23.2pp |
| Annual return | 91.85% | 75.40%+16.4pp | 71.39%+20.5pp | 378.56%-286.7pp |
| Employer contribution / active EE | $6,569 | $3,224+103.7% | $4,735+38.7% | $2,148+205.9% |
| Participant deferral / active EE | $8,737 | $5,958+46.6% | $6,709+30.2% | $3,539+146.9% |
| Admin fee / account holder | $63 | $131-51.5% | $10,261-99.4% | $142-55.4% |