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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,178 |
MH CPA PLLC6+ years Filed as: CPA ASSOCIATES PC Service code 10 · EIN 42-1144302 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,044 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,780 | $79,519+24.2% | $95,952+2.9% | $73,409+34.6% |
| Participation rate | 87.3% | 81.2%+6.2pp | 77.1%+10.3pp | 72.2%+15.2pp |
| Annual return | 17.81% | 19.20%-1.4pp | 91.61%-73.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $541 | $2,048-73.6% | $2,541-78.7% | $2,234-75.8% |
| Participant deferral / active EE | $3,615 | $4,138-12.6% | $4,167-13.2% | $3,805-5.0% |
| Admin fee / account holder | $99 | $184-46.3% | $6,795-98.5% | $158-37.3% |