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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,309 |
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 | $143,406 | $56,152+155.4% | $185,823-22.8% | $73,409+95.4% |
| Participation rate | 97.3% | 67.6%+29.8pp | 78.0%+19.3pp | 72.2%+25.1pp |
| Annual return | 19.02% | 17.59%+1.4pp | 35.95%-16.9pp | 59.29%-40.3pp |
| Employer contribution / active EE | $6,573 | $1,532+329.1% | $4,087+60.8% | $2,234+194.3% |
| Participant deferral / active EE | $15,437 | $3,659+321.9% | $5,632+174.1% | $3,805+305.7% |
| Admin fee / account holder | $12 | $132-90.6% | $9,500-99.9% | $158-92.1% |