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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$398,600 |
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 | $145,721 | $134,045+8.7% | $80,019+82.1% | $75,289+93.5% |
| Participation rate | 92.4% | 85.8%+6.7pp | 75.8%+16.6pp | 72.4%+20.0pp |
| Annual return | -4.66% | -0.56%-4.1pp | 11.22%-15.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $9,341 | $3,492+167.5% | $2,468+278.5% | $2,405+288.4% |
| Participant deferral / active EE | $14,317 | $4,976+187.7% | $3,686+288.5% | $3,739+282.9% |
| Admin fee / account holder | -$114 | $124-192.4% | $6,521-101.8% | $102-211.9% |