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 | $4,291,360 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $317,790 |
COOK STREET CONSULTING1 year Service code 27 · EIN 84-0854432 | Advisory (Plan) | $49,173 |
THE ERISA CONSULTING GROUP3+ years Service code 29 · EIN 26-4306913 | Legal | $31,344 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,693 | $38,510-69.6% | $74,550-84.3% | $73,367-84.1% |
| Participation rate | 89.0% | 53.5%+35.5pp | 69.1%+19.8pp | 69.5%+19.5pp |
| Annual return | -5.54% | -0.94%-4.6pp | 32.53%-38.1pp | 173.45%-179.0pp |
| Employer contribution / active EE | $82 | $774-89.4% | $1,961-95.8% | $2,499-96.7% |
| Participant deferral / active EE | $1,579 | $1,421+11.1% | $3,108-49.2% | $4,033-60.8% |
| Admin fee / account holder | $50 | $52-3.1% | $5,060-99.0% | $68-26.4% |