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 | $926,981 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,170 |
MERCER3+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $26,853 |
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 | $43,786 | $80,506-45.6% | $136,294-67.9% | $80,976-45.9% |
| Participation rate | 88.8% | 61.9%+26.9pp | 81.9%+6.9pp | 68.3%+20.5pp |
| Annual return | 17.11% | 27.70%-10.6pp | 5155.94%-5138.8pp | 22.91%-5.8pp |
| Employer contribution / active EE | $1,044 | $1,943-46.3% | $4,695-77.8% | $2,402-56.6% |
| Participant deferral / active EE | $2,890 | $4,601-37.2% | $6,247-53.7% | $3,848-24.9% |
| Admin fee / account holder | $64 | $72-10.4% | $9,243-99.3% | $67-4.5% |