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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,139 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,269 |
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 | $93,707 | $80,354+16.6% | $133,980-30.1% | $63,975+46.5% |
| Participation rate | 96.9% | 87.5%+9.4pp | 87.1%+9.9pp | 71.1%+25.8pp |
| Annual return | 8.42% | 13.11%-4.7pp | 29.30%-20.9pp | 48.65%-40.2pp |
| Employer contribution / active EE | $4,856 | $3,503+38.6% | $5,211-6.8% | $2,182+122.6% |
| Participant deferral / active EE | $7,417 | $5,239+41.6% | $6,282+18.1% | $3,356+121.0% |
| Admin fee / account holder | $15 | $69-77.8% | $9,324-99.8% | $70-78.1% |