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 | $46,831 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,465 |
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 | $116,705 | $79,428+46.9% | $106,548+9.5% | $79,386+47.0% |
| Participation rate | 98.4% | 74.1%+24.3pp | 76.1%+22.3pp | 70.7%+27.7pp |
| Annual return | 13.41% | 18.27%-4.9pp | 26.80%-13.4pp | 116.85%-103.4pp |
| Employer contribution / active EE | $5,463 | $2,234+144.5% | $2,819+93.8% | $2,427+125.1% |
| Participant deferral / active EE | $7,132 | $3,823+86.6% | $4,398+62.2% | $4,046+76.3% |
| Admin fee / account holder | $168 | $523-67.9% | $7,407-97.7% | $626-73.2% |