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 60 · EIN 04-2647786 | Sub-TA Fees | $51,743 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,815 |
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 | $130,408 | $66,310+96.7% | $93,606+39.3% | $65,185+100.1% |
| Participation rate | 96.4% | 74.0%+22.4pp | 75.8%+20.6pp | 70.2%+26.2pp |
| Annual return | 22.35% | 42.58%-20.2pp | 32.76%-10.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $6,421 | $2,012+219.1% | $2,718+136.2% | $2,177+195.0% |
| Participant deferral / active EE | $5,984 | $3,342+79.1% | $4,069+47.1% | $3,514+70.3% |
| Admin fee / account holder | $241 | $6,897-96.5% | $7,888-96.9% | $847-71.6% |