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 9-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 | $36,936 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,173 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,429 | $69,159+9.1% | $125,175-39.7% | $67,579+11.6% |
| Participation rate | 99.5% | 78.2%+21.3pp | 79.8%+19.7pp | 71.3%+28.2pp |
| Annual return | 12.07% | 27.12%-15.1pp | 43.79%-31.7pp | 378.56%-366.5pp |
| Employer contribution / active EE | $3,184 | $2,023+57.4% | $3,865-17.6% | $2,148+48.3% |
| Participant deferral / active EE | $3,827 | $3,700+3.4% | $4,937-22.5% | $3,539+8.1% |
| Admin fee / account holder | $92 | $142-35.4% | $9,702-99.1% | $142-35.7% |