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) | $20,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$170 |
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 | $101,484 | $52,293+94.1% | $178,490-43.1% | $73,409+38.2% |
| Participation rate | 73.7% | 65.3%+8.3pp | 81.9%-8.2pp | 72.2%+1.5pp |
| Annual return | 14.34% | 34.75%-20.4pp | 151.07%-136.7pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,432 | $1,735-17.5% | $5,011-71.4% | $2,234-35.9% |
| Participant deferral / active EE | $5,633 | $2,332+141.5% | $5,202+8.3% | $3,805+48.0% |
| Admin fee / account holder | $40 | $127-68.8% | $13,984-99.7% | $158-74.8% |