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) | $37,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,790 |
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 | $53,146 | $70,106-24.2% | $80,975-34.4% | $63,975-16.9% |
| Participation rate | 91.8% | 79.4%+12.4pp | 75.8%+16.0pp | 71.1%+20.6pp |
| Annual return | 11.26% | 13.93%-2.7pp | 17.10%-5.8pp | 48.65%-37.4pp |
| Employer contribution / active EE | $2,976 | $2,042+45.7% | $3,714-19.9% | $2,182+36.4% |
| Participant deferral / active EE | $9,100 | $5,245+73.5% | $5,696+59.8% | $3,356+171.1% |
| Admin fee / account holder | $20 | $57-64.2% | $5,516-99.6% | $70-71.0% |