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 | $1,255,902 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $439,680 |
COOK STREET CONSULTING7+ years Filed as: COOK STREET CONSULTI Service code 27 · EIN 84-0854432 | Advisory (Plan) | $71,643 |
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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,009 | $55,785-64.1% | $96,562-79.3% | $106,520-81.2% |
| Participation rate | 86.2% | 53.4%+32.8pp | 69.8%+16.3pp | 71.3%+14.8pp |
| Annual return | 15.24% | 17.66%-2.4pp | 37.78%-22.5pp | 19.28%-4.0pp |
| Employer contribution / active EE | $93 | $1,042-91.0% | $2,356-96.0% | $2,840-96.7% |
| Participant deferral / active EE | $2,441 | $1,782+37.0% | $3,849-36.6% | $4,948-50.7% |
| Admin fee / account holder | $44 | $59-24.7% | $6,181-99.3% | $75-40.7% |