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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,846 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,219 |
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 | $161,394 | $71,192+126.7% | $117,854+36.9% | $62,292+159.1% |
| Participation rate | 92.9% | 74.2%+18.7pp | 79.7%+13.2pp | 69.5%+23.4pp |
| Annual return | 21.93% | 18.66%+3.3pp | 335.08%-313.1pp | 28.90%-7.0pp |
| Employer contribution / active EE | $2,433 | $1,934+25.8% | $3,786-35.7% | $2,042+19.1% |
| Participant deferral / active EE | $6,283 | $3,189+97.0% | $4,482+40.2% | $3,169+98.3% |
| Admin fee / account holder | $86 | $587-85.4% | $8,020-98.9% | $479-82.1% |