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 | $74,736 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,386 |
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 | $112,200 | $101,523+10.5% | $141,162-20.5% | $77,787+44.2% |
| Participation rate | 95.1% | 77.4%+17.7pp | 82.5%+12.6pp | 73.2%+21.9pp |
| Annual return | 26.85% | 56.22%-29.4pp | 71.39%-44.5pp | 32.57%-5.7pp |
| Employer contribution / active EE | $4,065 | $3,341+21.7% | $4,735-14.1% | $2,504+62.3% |
| Participant deferral / active EE | $12,440 | $6,434+93.4% | $6,709+85.4% | $3,967+213.6% |
| Admin fee / account holder | $56 | $92-38.9% | $10,261-99.5% | $100-44.1% |