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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,266 |
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 | $91,618 | $42,810+114.0% | $169,463-45.9% | $55,725+64.4% |
| Participation rate | 96.3% | 64.7%+31.6pp | 77.8%+18.5pp | 70.9%+25.4pp |
| Annual return | 52.03% | -3.61%+55.6pp | 1.83%+50.2pp | 244.93%-192.9pp |
| Employer contribution / active EE | $5,257 | $1,402+275.0% | $4,159+26.4% | $2,078+153.0% |
| Participant deferral / active EE | $13,864 | $3,141+341.3% | $5,277+162.7% | $3,356+313.2% |
| Admin fee / account holder | $78 | $106-27.1% | $9,109-99.1% | $115-32.6% |