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 | $109,440 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,602 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,205 | $67,598-5.0% | $75,886-15.4% | $77,787-17.5% |
| Participation rate | 81.3% | 69.6%+11.7pp | 69.3%+12.0pp | 73.2%+8.1pp |
| Annual return | 24.18% | 23.18%+1.0pp | 30.76%-6.6pp | 32.57%-8.4pp |
| Employer contribution / active EE | $3,350 | $2,430+37.9% | $2,500+34.0% | $2,504+33.8% |
| Participant deferral / active EE | $5,865 | $3,502+67.5% | $3,603+62.8% | $3,967+47.8% |
| Admin fee / account holder | $83 | $96-13.4% | $5,418-98.5% | $100-16.7% |