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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$142,725 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,684 | $80,360+41.5% | $90,160+26.1% | $77,958+45.8% |
| Participation rate | 97.8% | 81.9%+15.9pp | 76.9%+21.0pp | 71.6%+26.2pp |
| Annual return | 4.48% | 24.56%-20.1pp | 34.88%-30.4pp | 20.87%-16.4pp |
| Employer contribution / active EE | $4,302 | $2,326+85.0% | $3,318+29.7% | $2,310+86.2% |
| Participant deferral / active EE | $6,703 | $5,829+15.0% | $5,288+26.8% | $3,537+89.5% |
| Admin fee / account holder | -$28 | $64-144.3% | $5,943-100.5% | $97-129.0% |