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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,921 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,858 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,615 | $32,913-25.2% | $80,004-69.2% | $59,188-58.4% |
| Participation rate | 85.4% | 56.9%+28.5pp | 73.0%+12.4pp | 69.4%+16.0pp |
| Annual return | 12.68% | 1.16%+11.5pp | 7.63%+5.0pp | 5.51%+7.2pp |
| Employer contribution / active EE | $575 | $789-27.1% | $2,473-76.7% | $2,098-72.6% |
| Participant deferral / active EE | $4,354 | $1,686+158.2% | $3,204+35.9% | $3,265+33.4% |
| Admin fee / account holder | $23 | $40-43.0% | $5,033-99.5% | $92-75.2% |