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) | $23,419 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGM Service code 16 · EIN 27-0435466 | Consulting | $16,893 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,567 |
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 | $90,698 | $73,404+23.6% | $87,100+4.1% | $67,579+34.2% |
| Participation rate | 85.8% | 80.9%+4.9pp | 76.9%+8.9pp | 71.3%+14.5pp |
| Annual return | 28.84% | 48.29%-19.5pp | 28.19%+0.7pp | 378.56%-349.7pp |
| Employer contribution / active EE | $3,721 | $2,014+84.7% | $2,521+47.6% | $2,148+73.2% |
| Participant deferral / active EE | $13,664 | $3,913+249.2% | $4,049+237.5% | $3,539+286.1% |
| Admin fee / account holder | $18 | $142-87.1% | $7,497-99.8% | $142-87.2% |