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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,541 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$243,121 |
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 | $131,768 | $86,338+52.6% | $91,989+43.2% | $77,787+69.4% |
| Participation rate | 97.7% | 82.9%+14.7pp | 78.6%+19.0pp | 73.2%+24.5pp |
| Annual return | 25.15% | 29.65%-4.5pp | 69.02%-43.9pp | 32.57%-7.4pp |
| Employer contribution / active EE | $4,762 | $2,988+59.4% | $3,452+37.9% | $2,504+90.1% |
| Participant deferral / active EE | $7,639 | $6,908+10.6% | $5,923+29.0% | $3,967+92.5% |
| Admin fee / account holder | -$60 | $79-175.1% | $7,743-100.8% | $100-159.6% |