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 27 · EIN 04-2675571 | Advisory (Plan) | $125,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,916 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$535,180 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,283 | $82,783-16.3% | $133,956-48.3% | $90,288-23.3% |
| Participation rate | 92.3% | 81.3%+11.0pp | 79.8%+12.5pp | 73.4%+18.9pp |
| Annual return | 12.19% | 21.89%-9.7pp | 45.09%-32.9pp | 53.97%-41.8pp |
| Employer contribution / active EE | $776 | $2,388-67.5% | $3,919-80.2% | $2,524-69.3% |
| Participant deferral / active EE | $5,309 | $4,291+23.7% | $5,048+5.2% | $4,232+25.4% |
| Admin fee / account holder | $14 | $93-84.8% | $8,927-99.8% | $114-87.6% |