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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $906 |
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 | $148,692 | $80,177+85.5% | $123,892+20.0% | $57,658+157.9% |
| Participation rate | 88.3% | 74.4%+13.9pp | 81.4%+6.9pp | 70.2%+18.1pp |
| Annual return | 9.69% | 17.90%-8.2pp | 47.52%-37.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $4,880 | $2,913+67.6% | $4,617+5.7% | $1,974+147.3% |
| Participant deferral / active EE | $14,245 | $5,130+177.7% | $5,984+138.0% | $3,061+365.4% |
| Admin fee / account holder | $19 | $106-81.9% | $8,357-99.8% | $95-79.6% |