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 | $56,637 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,689 |
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 | $30,156 | $65,292-53.8% | $71,671-57.9% | $77,958-61.3% |
| Participation rate | 94.9% | 67.4%+27.5pp | 68.7%+26.1pp | 71.6%+23.2pp |
| Annual return | 14.75% | 21.25%-6.5pp | 20.65%-5.9pp | 20.87%-6.1pp |
| Employer contribution / active EE | $1,241 | $2,085-40.5% | $2,460-49.5% | $2,310-46.3% |
| Participant deferral / active EE | $2,508 | $3,008-16.6% | $3,438-27.0% | $3,537-29.1% |
| Admin fee / account holder | $37 | $84-55.9% | $5,558-99.3% | $97-61.8% |