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 | $8,525 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,064 |
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 | $52,756 | $48,471+8.8% | $182,532-71.1% | $67,579-21.9% |
| Participation rate | 95.5% | 67.2%+28.3pp | 78.0%+17.5pp | 71.3%+24.2pp |
| Annual return | 27.46% | 31.08%-3.6pp | 148.54%-121.1pp | 378.56%-351.1pp |
| Employer contribution / active EE | $2,485 | $1,461+70.1% | $4,076-39.0% | $2,148+15.7% |
| Participant deferral / active EE | $4,936 | $3,324+48.5% | $5,524-10.6% | $3,539+39.5% |
| Admin fee / account holder | $23 | $151-84.6% | $8,592-99.7% | $142-83.6% |