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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,390 |
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 | $93,519 | $78,781+18.7% | $100,516-7.0% | $73,409+27.4% |
| Participation rate | 86.3% | 80.0%+6.3pp | 79.4%+6.9pp | 72.2%+14.1pp |
| Annual return | 20.84% | 31.69%-10.8pp | 30.89%-10.0pp | 59.29%-38.5pp |
| Employer contribution / active EE | $1,652 | $2,420-31.7% | $3,418-51.7% | $2,234-26.1% |
| Participant deferral / active EE | $6,099 | $6,537-6.7% | $6,270-2.7% | $3,805+60.3% |
| Admin fee / account holder | $35 | $145-75.6% | $8,081-99.6% | $158-77.5% |