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 | $73,360 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,998 |
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 | $125,778 | $127,481-1.3% | $149,696-16.0% | $90,288+39.3% |
| Participation rate | 94.9% | 78.2%+16.7pp | 82.5%+12.4pp | 73.4%+21.5pp |
| Annual return | 21.22% | 57.78%-36.6pp | 276.60%-255.4pp | 53.97%-32.7pp |
| Employer contribution / active EE | $3,214 | $3,448-6.8% | $4,644-30.8% | $2,524+27.3% |
| Participant deferral / active EE | $10,449 | $6,975+49.8% | $6,842+52.7% | $4,232+146.9% |
| Admin fee / account holder | $52 | $152-65.6% | $9,309-99.4% | $114-54.2% |