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) | $63,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,678 |
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 | $163,802 | $74,347+120.3% | $93,606+75.0% | $67,579+142.4% |
| Participation rate | 98.1% | 80.6%+17.5pp | 75.8%+22.3pp | 71.3%+26.8pp |
| Annual return | 21.55% | 28.07%-6.5pp | 32.76%-11.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $6,808 | $2,583+163.6% | $2,718+150.5% | $2,148+217.0% |
| Participant deferral / active EE | $11,941 | $4,060+194.1% | $4,069+193.5% | $3,539+237.4% |
| Admin fee / account holder | $106 | $123-13.4% | $7,888-98.7% | $142-25.4% |