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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,444 |
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 | $67,317 | $96,458-30.2% | $136,294-50.6% | $77,958-13.6% |
| Participation rate | 93.9% | 75.4%+18.5pp | 81.9%+12.0pp | 71.6%+22.3pp |
| Annual return | 25.26% | 23.78%+1.5pp | 5155.94%-5130.7pp | 20.87%+4.4pp |
| Employer contribution / active EE | $1,459 | $3,144-53.6% | $4,695-68.9% | $2,310-36.9% |
| Participant deferral / active EE | $6,687 | $5,902+13.3% | $6,247+7.0% | $3,537+89.1% |
| Admin fee / account holder | $13 | $80-84.2% | $9,243-99.9% | $97-86.9% |