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 | $32,572 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,699 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,192 | $35,485-31.8% | $74,550-67.5% | $55,725-56.6% |
| Participation rate | 91.2% | 62.5%+28.7pp | 69.1%+22.1pp | 70.9%+20.4pp |
| Annual return | -7.00% | 0.72%-7.7pp | 32.53%-39.5pp | 244.93%-251.9pp |
| Employer contribution / active EE | $695 | $777-10.6% | $1,961-64.6% | $2,078-66.6% |
| Participant deferral / active EE | $2,534 | $2,181+16.2% | $3,108-18.5% | $3,356-24.5% |
| Admin fee / account holder | $84 | $114-26.9% | $5,060-98.3% | $115-27.5% |