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 | $24,588 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,497 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,783 | $37,044-25.0% | $71,796-61.3% | $57,658-51.8% |
| Participation rate | 98.4% | 61.1%+37.3pp | 69.1%+29.3pp | 70.2%+28.2pp |
| Annual return | 5.41% | 12.64%-7.2pp | 78.04%-72.6pp | 5.13%+0.3pp |
| Employer contribution / active EE | $1,453 | $720+101.7% | $1,924-24.5% | $1,974-26.4% |
| Participant deferral / active EE | $2,774 | $1,974+40.5% | $2,794-0.7% | $3,061-9.4% |
| Admin fee / account holder | $56 | $101-44.2% | $4,815-98.8% | $95-40.4% |