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 | $153,424 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,962 |
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 | $87,358 | $82,783+5.5% | $133,956-34.8% | $90,288-3.2% |
| Participation rate | 99.5% | 81.3%+18.2pp | 79.8%+19.7pp | 73.4%+26.1pp |
| Annual return | 20.84% | 21.89%-1.1pp | 45.09%-24.2pp | 53.97%-33.1pp |
| Employer contribution / active EE | $4,102 | $2,388+71.8% | $3,919+4.7% | $2,524+62.5% |
| Participant deferral / active EE | $9,153 | $4,291+113.3% | $5,048+81.3% | $4,232+116.3% |
| Admin fee / account holder | $72 | $93-22.0% | $8,927-99.2% | $114-36.5% |