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 | $42,514 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,382 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $65,186 | $44,794+45.5% | $90,281-27.8% | $77,787-16.2% |
| Participation rate | 94.7% | 66.6%+28.1pp | 73.3%+21.4pp | 73.2%+21.5pp |
| Annual return | 37.14% | 28.23%+8.9pp | 78.10%-41.0pp | 32.57%+4.6pp |
| Employer contribution / active EE | $2,546 | $1,809+40.8% | $2,854-10.8% | $2,504+1.7% |
| Participant deferral / active EE | $3,146 | $2,642+19.1% | $3,885-19.0% | $3,967-20.7% |
| Admin fee / account holder | $32 | $94-66.5% | $5,351-99.4% | $100-68.4% |