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 | $490,990 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $167,651 |
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 | $105,923 | $89,274+18.6% | $149,718-29.3% | $77,958+35.9% |
| Participation rate | 93.7% | 87.6%+6.1pp | 87.1%+6.7pp | 71.6%+22.1pp |
| Annual return | 16.49% | 20.36%-3.9pp | 1501.63%-1485.1pp | 20.87%-4.4pp |
| Employer contribution / active EE | $4,547 | $3,727+22.0% | $5,445-16.5% | $2,310+96.8% |
| Participant deferral / active EE | $6,868 | $5,382+27.6% | $6,569+4.6% | $3,537+94.2% |
| Admin fee / account holder | $138 | $240-42.7% | $11,283-98.8% | $97+41.2% |