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 | $100,068 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,254 |
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 | $102,579 | $104,631-2.0% | $98,439+4.2% | $80,160+28.0% |
| Participation rate | 94.4% | 87.5%+6.9pp | 75.2%+19.3pp | 72.9%+21.5pp |
| Annual return | 28.51% | 34.72%-6.2pp | 21.16%+7.3pp | 40.38%-11.9pp |
| Employer contribution / active EE | $6,688 | $4,517+48.1% | $3,048+119.4% | $2,978+124.6% |
| Participant deferral / active EE | $14,405 | $6,545+120.1% | $4,738+204.0% | $5,017+187.1% |
| Admin fee / account holder | $91 | $105-13.1% | $8,948-99.0% | $145-37.1% |