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) | $19,340 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,767 |
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 | $165,930 | $62,928+163.7% | $172,739-3.9% | $67,579+145.5% |
| Participation rate | 89.5% | 64.5%+25.0pp | 82.6%+6.9pp | 71.3%+18.2pp |
| Annual return | 21.73% | 30.36%-8.6pp | 802.84%-781.1pp | 378.56%-356.8pp |
| Employer contribution / active EE | $6,507 | $1,636+297.7% | $5,143+26.5% | $2,148+203.0% |
| Participant deferral / active EE | $4,722 | $2,145+120.1% | $5,198-9.2% | $3,539+33.4% |
| Admin fee / account holder | $2 | $167-98.9% | $13,954-100.0% | $142-98.7% |