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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,956 |
Form 5500 reported that benefits due were not provided when due.
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 | $106,880 | $46,173+131.5% | $170,442-37.3% | $69,631+53.5% |
| Participation rate | 99.2% | 63.9%+35.3pp | 83.6%+15.6pp | 70.7%+28.5pp |
| Annual return | 20.81% | 21.62%-0.8pp | 205.93%-185.1pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $3,796 | $1,610+135.8% | $5,433-30.1% | $2,032+86.8% |
| Participant deferral / active EE | $5,887 | $2,080+183.0% | $4,939+19.2% | $3,224+82.6% |
| Admin fee / account holder | $26 | $116-78.0% | $13,880-99.8% | $110-76.9% |