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 FUNDS2 years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $27,500 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,865 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,721 |
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 | $98,541 | $90,410+9.0% | $91,001+8.3% | $77,958+26.4% |
| Participation rate | 92.6% | 86.4%+6.2pp | 75.6%+17.0pp | 71.6%+20.9pp |
| Annual return | 15.44% | 21.34%-5.9pp | 4.60%+10.8pp | 20.87%-5.4pp |
| Employer contribution / active EE | $2,468 | $3,392-27.2% | $2,456+0.5% | $2,310+6.8% |
| Participant deferral / active EE | $6,613 | $4,816+37.3% | $3,547+86.4% | $3,537+87.0% |
| Admin fee / account holder | $27 | $79-66.1% | $5,417-99.5% | $97-72.5% |