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 | $26,848 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,821 |
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 | $28,830 | $40,174-28.2% | $84,015-65.7% | $67,579-57.3% |
| Participation rate | 92.0% | 62.7%+29.3pp | 69.0%+23.0pp | 71.3%+20.7pp |
| Annual return | 24.09% | 25.82%-1.7pp | 71.31%-47.2pp | 378.56%-354.5pp |
| Employer contribution / active EE | $673 | $808-16.7% | $1,983-66.1% | $2,148-68.7% |
| Participant deferral / active EE | $2,534 | $2,301+10.1% | $3,239-21.7% | $3,539-28.4% |
| Admin fee / account holder | $75 | $128-41.9% | $6,101-98.8% | $142-47.6% |