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 25 · EIN 04-2647786 | Directed Trustee | $49,952 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,376 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,327 | $168,231-84.4% | $67,834-61.2% | $63,975-58.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.8%+31.2pp | 71.1%+28.9pp |
| Annual return | -9.85% | 11.76%-21.6pp | 138.47%-148.3pp | 48.65%-58.5pp |
| Employer contribution / active EE | $1,271 | $1,907-33.4% | $2,403-47.1% | $2,182-41.8% |
| Participant deferral / active EE | $2,289 | $2,827-19.0% | $3,160-27.6% | $3,356-31.8% |
| Admin fee / account holder | $37 | $81-54.6% | $4,622-99.2% | $70-48.1% |