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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,609 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,172 |
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 | $84,896 | $71,106+19.4% | $83,333+1.9% | $75,289+12.8% |
| Participation rate | 94.7% | 82.0%+12.7pp | 77.8%+17.0pp | 72.4%+22.3pp |
| Annual return | -3.80% | -0.56%-3.2pp | 10.63%-14.4pp | -0.04%-3.8pp |
| Employer contribution / active EE | $2,327 | $2,436-4.5% | $3,379-31.1% | $2,405-3.2% |
| Participant deferral / active EE | $5,593 | $6,249-10.5% | $5,565+0.5% | $3,739+49.6% |
| Admin fee / account holder | -$1 | $72-101.9% | $7,510-100.0% | $102-101.4% |