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 7-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $189,448 |
MELTON & MELTON LLP1+ years Service code 10 · EIN 74-1550819 | Accounting | $17,183 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,383 | $78,226+42.4% | $92,893+19.9% | $82,204+35.5% |
| Participation rate | 38.0% | 82.7%-44.8pp | 76.0%-38.0pp | 73.4%-35.4pp |
| Annual return | 24.38% | 19.33%+5.0pp | 109.41%-85.0pp | 26.31%-1.9pp |
| Employer contribution / active EE | $1,550 | $3,911-60.4% | $3,653-57.6% | $2,707-42.8% |
| Participant deferral / active EE | $3,557 | $3,648-2.5% | $4,236-16.0% | $4,246-16.2% |
| Admin fee / account holder | $35 | $119-70.6% | $5,794-99.4% | $76-53.7% |