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 | $87,735 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,671 |
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 | $130,592 | $80,177+62.9% | $123,892+5.4% | $57,658+126.5% |
| Participation rate | 95.8% | 74.4%+21.4pp | 81.4%+14.4pp | 70.2%+25.6pp |
| Annual return | 9.48% | 17.90%-8.4pp | 47.52%-38.0pp | 5.13%+4.3pp |
| Employer contribution / active EE | $3,203 | $2,913+10.0% | $4,617-30.6% | $1,974+62.3% |
| Participant deferral / active EE | $8,776 | $5,130+71.1% | $5,984+46.7% | $3,061+186.7% |
| Admin fee / account holder | $90 | $106-15.6% | $8,357-98.9% | $95-5.0% |