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) | $46,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$195,157 |
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 | $162,532 | $102,389+58.7% | $100,516+61.7% | $90,288+80.0% |
| Participation rate | 97.8% | 84.0%+13.8pp | 79.4%+18.4pp | 73.4%+24.5pp |
| Annual return | 21.47% | 22.50%-1.0pp | 30.89%-9.4pp | 53.97%-32.5pp |
| Employer contribution / active EE | $4,779 | $3,056+56.4% | $3,418+39.8% | $2,524+89.3% |
| Participant deferral / active EE | $8,031 | $7,514+6.9% | $6,270+28.1% | $4,232+89.8% |
| Admin fee / account holder | -$52 | $83-162.4% | $8,081-100.6% | $114-145.6% |