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 | $10,305 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,699 |
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 | $85,120 | $48,064+77.1% | $78,778+8.1% | $69,631+22.2% |
| Participation rate | 67.6% | 61.6%+6.0pp | 69.2%-1.6pp | 70.7%-3.1pp |
| Annual return | 19.07% | 21.81%-2.7pp | 35.62%-16.6pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $1,151 | $744+54.8% | $1,986-42.1% | $2,032-43.4% |
| Participant deferral / active EE | $1,966 | $2,079-5.4% | $2,958-33.5% | $3,224-39.0% |
| Admin fee / account holder | $26 | $152-82.9% | $5,134-99.5% | $110-76.5% |