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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,036 |
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 | $117,718 | $62,928+87.1% | $172,739-31.9% | $67,579+74.2% |
| Participation rate | 99.0% | 64.5%+34.5pp | 82.6%+16.4pp | 71.3%+27.7pp |
| Annual return | 25.15% | 30.36%-5.2pp | 802.84%-777.7pp | 378.56%-353.4pp |
| Employer contribution / active EE | $4,210 | $1,636+157.3% | $5,143-18.1% | $2,148+96.0% |
| Participant deferral / active EE | $5,869 | $2,145+173.6% | $5,198+12.9% | $3,539+65.8% |
| Admin fee / account holder | $25 | $167-85.1% | $13,954-99.8% | $142-82.5% |