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) | $15,593 |
MH CPA PLLC5+ years Filed as: CPA ASSOCIATES PC Service code 10 · EIN 42-1144302 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,363 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,909 | $73,404+2.1% | $87,100-14.0% | $67,579+10.8% |
| Participation rate | 92.3% | 80.9%+11.4pp | 76.9%+15.4pp | 71.3%+21.0pp |
| Annual return | 19.38% | 48.29%-28.9pp | 28.19%-8.8pp | 378.56%-359.2pp |
| Employer contribution / active EE | $532 | $2,014-73.6% | $2,521-78.9% | $2,148-75.3% |
| Participant deferral / active EE | $3,520 | $3,913-10.0% | $4,049-13.0% | $3,539-0.5% |
| Admin fee / account holder | $88 | $142-38.0% | $7,497-98.8% | $142-38.3% |