Filed January 29, 2025
Total covered: 10 employees
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,002 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,060 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,972 | $136,266-43.5% | $90,749-15.2% | $77,904-1.2% |
| Participation rate | 92.6% | 86.6%+6.0pp | 75.7%+16.9pp | 73.7%+19.0pp |
| Annual return | -13.38% | -11.32%-2.1pp | -12.16%-1.2pp | 12.21%-25.6pp |
| Employer contribution / active EE | $5,528 | $4,215+31.2% | $2,921+89.3% | $2,848+94.1% |
| Participant deferral / active EE | $12,069 | $6,353+90.0% | $4,564+164.4% | $4,806+151.1% |
| Admin fee / account holder | $113 | $399-71.7% | $8,445-98.7% | $133-14.9% |