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 37 · EIN 04-2647786 | Loan Processing | $13,105 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,948 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,891 | $62,267-35.9% | $110,238-63.8% | $55,725-28.4% |
| Participation rate | 93.5% | 78.1%+15.4pp | 79.8%+13.7pp | 70.9%+22.7pp |
| Annual return | -2.10% | -1.07%-1.0pp | 314.74%-316.8pp | 244.93%-247.0pp |
| Employer contribution / active EE | $928 | $1,941-52.2% | $3,826-75.7% | $2,078-55.3% |
| Participant deferral / active EE | $4,115 | $3,516+17.0% | $4,672-11.9% | $3,356+22.6% |
| Admin fee / account holder | $50 | $121-58.9% | $8,547-99.4% | $115-56.8% |