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 | $53,876 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,508 |
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 | $25,875 | $40,984-36.9% | $90,951-71.6% | $93,223-72.2% |
| Participation rate | 94.6% | 59.7%+34.9pp | 69.0%+25.6pp | 74.9%+19.7pp |
| Annual return | 15.77% | 17.56%-1.8pp | 134.60%-118.8pp | 19.29%-3.5pp |
| Employer contribution / active EE | $1,122 | $840+33.6% | $2,122-47.1% | $2,680-58.1% |
| Participant deferral / active EE | $3,545 | $1,856+91.0% | $3,373+5.1% | $4,563-22.3% |
| Admin fee / account holder | $16 | $75-78.1% | $5,959-99.7% | $79-79.2% |