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 | $197,628 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,845 |
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 | $17,885 | $33,780-47.1% | $74,550-76.0% | $75,289-76.2% |
| Participation rate | 96.8% | 62.7%+34.1pp | 69.1%+27.7pp | 72.4%+24.4pp |
| Annual return | -2.72% | -1.24%-1.5pp | 32.53%-35.2pp | -0.04%-2.7pp |
| Employer contribution / active EE | $983 | $845+16.3% | $1,961-49.9% | $2,405-59.1% |
| Participant deferral / active EE | $2,808 | $1,890+48.6% | $3,108-9.7% | $3,739-24.9% |
| Admin fee / account holder | $43 | $86-49.9% | $5,060-99.1% | $102-57.7% |