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) | $42,120 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $40,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$44,382 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,324 | $73,125-20.2% | $125,175-53.4% | $77,787-25.0% |
| Participation rate | 91.0% | 79.4%+11.5pp | 79.8%+11.2pp | 73.2%+17.8pp |
| Annual return | 24.34% | 24.71%-0.4pp | 43.79%-19.5pp | 32.57%-8.2pp |
| Employer contribution / active EE | $677 | $2,413-71.9% | $3,865-82.5% | $2,504-73.0% |
| Participant deferral / active EE | $2,363 | $3,966-40.4% | $4,937-52.1% | $3,967-40.4% |
| Admin fee / account holder | $14 | $89-84.6% | $9,702-99.9% | $100-86.2% |