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 | $71,846 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $15,385 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,867 |
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 | $194,908 | $88,122+121.2% | $141,162+38.1% | $67,579+188.4% |
| Participation rate | 94.2% | 76.5%+17.7pp | 82.5%+11.7pp | 71.3%+22.9pp |
| Annual return | 25.10% | 75.40%-50.3pp | 71.39%-46.3pp | 378.56%-353.5pp |
| Employer contribution / active EE | $8,865 | $3,224+174.9% | $4,735+87.2% | $2,148+312.7% |
| Participant deferral / active EE | $13,187 | $5,958+121.3% | $6,709+96.6% | $3,539+272.6% |
| Admin fee / account holder | $163 | $131+24.2% | $10,261-98.4% | $142+14.3% |