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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 70 · EIN 26-4789150 | Consulting Fees | $27,500 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,959 |
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 | $88,516 | $82,279+7.6% | $77,999+13.5% | $63,975+38.4% |
| Participation rate | 91.8% | 84.7%+7.1pp | 75.5%+16.3pp | 71.1%+20.7pp |
| Annual return | 12.28% | 11.20%+1.1pp | 425.96%-413.7pp | 48.65%-36.4pp |
| Employer contribution / active EE | $2,415 | $3,297-26.7% | $2,470-2.2% | $2,182+10.7% |
| Participant deferral / active EE | $6,330 | $4,538+39.5% | $3,497+81.0% | $3,356+88.6% |
| Admin fee / account holder | $11 | $81-86.5% | $5,480-99.8% | $70-84.4% |