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 | $3,763,863 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $429,186 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $69,556 |
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 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 | $16,964 | $48,464-65.0% | $90,951-81.3% | $106,222-84.0% |
| Participation rate | 81.0% | 53.1%+27.9pp | 69.0%+12.0pp | 70.8%+10.2pp |
| Annual return | 16.67% | 16.72%-0.1pp | 134.60%-117.9pp | 21.69%-5.0pp |
| Employer contribution / active EE | $92 | $939-90.2% | $2,122-95.7% | $2,723-96.6% |
| Participant deferral / active EE | $2,031 | $1,510+34.5% | $3,373-39.8% | $4,600-55.9% |
| Admin fee / account holder | $44 | $58-24.6% | $5,959-99.3% | $78-44.3% |