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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,592 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,644 |
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 | $186,092 | $58,879+216.1% | $178,490+4.3% | $73,488+153.2% |
| Participation rate | 86.5% | 66.2%+20.3pp | 81.9%+4.6pp | 70.7%+15.9pp |
| Annual return | 15.88% | 24.86%-9.0pp | 151.07%-135.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $8,460 | $2,236+278.3% | $5,011+68.8% | $2,270+272.7% |
| Participant deferral / active EE | $4,890 | $2,567+90.5% | $5,202-6.0% | $3,740+30.8% |
| Admin fee / account holder | $11 | $400-97.4% | $13,984-99.9% | $513-97.9% |