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) | $11,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,710 |
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 | $116,051 | $89,553+29.6% | $81,367+42.6% | $52,331+121.8% |
| Participation rate | 89.3% | 82.2%+7.0pp | 82.3%+7.0pp | 68.1%+21.2pp |
| Annual return | 5.33% | 4.41%+0.9pp | -0.92%+6.3pp | 4.54%+0.8pp |
| Employer contribution / active EE | $9,003 | $3,780+138.2% | $3,930+129.1% | $1,882+378.5% |
| Participant deferral / active EE | $11,654 | $5,359+117.5% | $5,383+116.5% | $3,022+285.6% |
| Admin fee / account holder | $42 | $1,914-97.8% | $8,926-99.5% | $592-93.0% |