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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,768 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$302,006 |
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 | $186,274 | $96,403+93.2% | $93,606+99.0% | $77,787+139.5% |
| Participation rate | 93.2% | 87.6%+5.6pp | 75.8%+17.4pp | 73.2%+20.0pp |
| Annual return | 26.92% | 39.36%-12.4pp | 32.76%-5.8pp | 32.57%-5.7pp |
| Employer contribution / active EE | $9,704 | $3,616+168.4% | $2,718+257.0% | $2,504+287.5% |
| Participant deferral / active EE | $14,754 | $5,341+176.2% | $4,069+262.6% | $3,967+271.9% |
| Admin fee / account holder | -$67 | $90-175.3% | $7,888-100.9% | $100-167.4% |