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 | $26,925 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,295 |
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 | $33,460 | $37,245-10.2% | $94,993-64.8% | $77,958-57.1% |
| Participation rate | 91.8% | 56.5%+35.3pp | 73.9%+17.9pp | 71.6%+20.1pp |
| Annual return | 17.02% | 22.72%-5.7pp | 27.12%-10.1pp | 20.87%-3.8pp |
| Employer contribution / active EE | $581 | $894-35.0% | $2,603-77.7% | $2,310-74.8% |
| Participant deferral / active EE | $4,162 | $1,828+127.7% | $3,317+25.5% | $3,537+17.7% |
| Admin fee / account holder | $20 | $59-66.7% | $4,960-99.6% | $97-79.8% |