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 |
|---|---|---|
Filed as: GREGORY J. SCHWARTZ & CO. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $73,250 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,930 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,509 | $155,795-53.5% | $136,294-46.8% | $69,631+4.1% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 70.7%-9.1pp |
| Annual return | 21.70% | 232464.33%-232442.6pp | 5155.94%-5134.2pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $598 | $2,991-80.0% | $4,695-87.3% | $2,032-70.5% |
| Participant deferral / active EE | $5,386 | $5,394-0.1% | $6,247-13.8% | $3,224+67.1% |
| Admin fee / account holder | $114 | $128-11.5% | $9,243-98.8% | $110+2.8% |