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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,489 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,350 |
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 | $31,109 | $35,366-12.0% | $90,645-65.7% | $75,289-58.7% |
| Participation rate | 95.1% | 57.3%+37.7pp | 74.0%+21.0pp | 72.4%+22.6pp |
| Annual return | -6.03% | -2.19%-3.8pp | 1.88%-7.9pp | -0.04%-6.0pp |
| Employer contribution / active EE | $652 | $916-28.9% | $2,532-74.3% | $2,405-72.9% |
| Participant deferral / active EE | $4,271 | $1,998+113.7% | $3,425+24.7% | $3,739+14.2% |
| Admin fee / account holder | $41 | $59-31.0% | $4,994-99.2% | $102-60.2% |