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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $302,373 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,818 |
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 | $92,210 | $67,598+36.4% | $75,886+21.5% | $77,787+18.5% |
| Participation rate | 79.4% | 69.6%+9.9pp | 69.3%+10.1pp | 73.2%+6.2pp |
| Annual return | 22.73% | 23.18%-0.4pp | 30.76%-8.0pp | 32.57%-9.8pp |
| Employer contribution / active EE | $3,156 | $2,430+29.9% | $2,500+26.2% | $2,504+26.0% |
| Participant deferral / active EE | $6,931 | $3,502+97.9% | $3,603+92.4% | $3,967+74.7% |
| Admin fee / account holder | $66 | $96-31.1% | $5,418-98.8% | $100-33.7% |