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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$467 |
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 | $135,212 | $71,802+88.3% | $133,980+0.9% | $57,658+134.5% |
| Participation rate | 96.3% | 85.5%+10.8pp | 87.1%+9.2pp | 70.2%+26.1pp |
| Annual return | 10.16% | 13.51%-3.3pp | 29.30%-19.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $10,794 | $3,161+241.4% | $5,211+107.1% | $1,974+446.9% |
| Participant deferral / active EE | $11,281 | $4,606+144.9% | $6,282+79.6% | $3,061+268.6% |
| Admin fee / account holder | $6 | $88-93.2% | $9,324-99.9% | $95-93.7% |