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 | $48,803 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,098 |
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 | $55,881 | $78,419-28.7% | $133,956-58.3% | $73,409-23.9% |
| Participation rate | 96.8% | 78.6%+18.2pp | 79.8%+17.0pp | 72.2%+24.7pp |
| Annual return | 15.64% | 33.35%-17.7pp | 45.09%-29.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,350 | $2,044-33.9% | $3,919-65.6% | $2,234-39.6% |
| Participant deferral / active EE | $4,515 | $3,925+15.0% | $5,048-10.6% | $3,805+18.6% |
| Admin fee / account holder | $139 | $161-14.1% | $8,927-98.4% | $158-12.2% |