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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,602 |
MH CPA PLLC4+ years Filed as: CPA ASSOCIATES PC Service code 10 · EIN 42-1144302 | Accounting | $11,322 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,377 |
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 | $62,124 | $65,118-4.6% | $76,768-19.1% | $55,725+11.5% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.0%+17.1pp | 70.9%+23.2pp |
| Annual return | -5.44% | -1.27%-4.2pp | 2.43%-7.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,003 | $1,941-48.3% | $2,485-59.6% | $2,078-51.7% |
| Participant deferral / active EE | $3,303 | $3,688-10.5% | $3,852-14.3% | $3,356-1.6% |
| Admin fee / account holder | $78 | $116-32.9% | $6,675-98.8% | $115-32.5% |