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 | $104,690 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,143 |
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 | $39,876 | $67,228-40.7% | $117,854-66.2% | $77,958-48.8% |
| Participation rate | 85.3% | 79.4%+5.9pp | 79.7%+5.7pp | 71.6%+13.7pp |
| Annual return | 17.01% | 19.13%-2.1pp | 335.08%-318.1pp | 20.87%-3.9pp |
| Employer contribution / active EE | $2,592 | $2,211+17.2% | $3,786-31.5% | $2,310+12.2% |
| Participant deferral / active EE | $2,295 | $3,653-37.2% | $4,482-48.8% | $3,537-35.1% |
| Admin fee / account holder | $83 | $76+8.9% | $8,020-99.0% | $97-15.2% |