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 | $228,879 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,387 |
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 | $78,345 | $88,581-11.6% | $74,183+5.6% | $65,292+20.0% |
| Participation rate | 82.6% | 86.2%-3.6pp | 76.6%+6.0pp | 72.4%+10.2pp |
| Annual return | 10.54% | 11.72%-1.2pp | 17.74%-7.2pp | 11.84%-1.3pp |
| Employer contribution / active EE | $1,757 | $3,021-41.8% | $2,370-25.8% | $2,302-23.6% |
| Participant deferral / active EE | $7,282 | $4,898+48.7% | $3,550+105.2% | $3,579+103.5% |
| Admin fee / account holder | $51 | $60-13.9% | $5,586-99.1% | $57-10.3% |