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 5-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 | $11,413 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,275 |
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 | $65,826 | $65,223+0.9% | $80,019-17.7% | $55,725+18.1% |
| Participation rate | 92.3% | 80.6%+11.8pp | 75.8%+16.5pp | 70.9%+21.5pp |
| Annual return | 8.46% | 7.59%+0.9pp | 11.22%-2.8pp | 244.93%-236.5pp |
| Employer contribution / active EE | $2,179 | $2,544-14.4% | $2,468-11.7% | $2,078+4.8% |
| Participant deferral / active EE | $4,171 | $3,881+7.5% | $3,686+13.2% | $3,356+24.3% |
| Admin fee / account holder | $28 | $114-75.1% | $6,521-99.6% | $115-75.4% |