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 | $46,423 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,919 |
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 | $20,455 | $67,598-69.7% | $75,886-73.0% | $77,787-73.7% |
| Participation rate | 74.4% | 69.6%+4.8pp | 69.3%+5.1pp | 73.2%+1.2pp |
| Annual return | 26.14% | 23.18%+3.0pp | 30.76%-4.6pp | 32.57%-6.4pp |
| Employer contribution / active EE | $520 | $2,430-78.6% | $2,500-79.2% | $2,504-79.2% |
| Participant deferral / active EE | $2,277 | $3,502-35.0% | $3,603-36.8% | $3,967-42.6% |
| Admin fee / account holder | $66 | $96-31.8% | $5,418-98.8% | $100-34.4% |