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 | $184,174 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,081 |
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 | $23,057 | $41,410-44.3% | $84,015-72.6% | $82,204-72.0% |
| Participation rate | 99.0% | 57.6%+41.3pp | 69.0%+30.0pp | 73.4%+25.6pp |
| Annual return | 25.40% | 21.09%+4.3pp | 71.31%-45.9pp | 26.31%-0.9pp |
| Employer contribution / active EE | $1,150 | $833+38.0% | $1,983-42.0% | $2,707-57.5% |
| Participant deferral / active EE | $3,519 | $1,628+116.1% | $3,239+8.7% | $4,246-17.1% |
| Admin fee / account holder | $39 | $89-56.2% | $6,101-99.4% | $76-48.5% |