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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,487 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $131,388 | $56,640+132.0% | $80,975+62.3% | $57,658+127.9% |
| Participation rate | 93.0% | 75.9%+17.1pp | 75.8%+17.2pp | 70.2%+22.8pp |
| Annual return | 6.66% | 19.97%-13.3pp | 17.10%-10.4pp | 5.13%+1.5pp |
| Employer contribution / active EE | $5,304 | $2,085+154.4% | $3,714+42.8% | $1,974+168.7% |
| Participant deferral / active EE | $10,888 | $4,944+120.2% | $5,696+91.1% | $3,061+255.7% |
| Admin fee / account holder | $26 | $87-70.1% | $5,516-99.5% | $95-72.4% |