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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
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 | $81,647 | $66,302+23.1% | $110,238-25.9% | $56,287+45.1% |
| Participation rate | 90.6% | 74.9%+15.7pp | 79.8%+10.8pp | 69.9%+20.8pp |
| Annual return | -4.12% | -1.18%-2.9pp | 314.74%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,561 | $2,047+73.9% | $3,826-6.9% | $2,111+68.7% |
| Participant deferral / active EE | $5,791 | $3,381+71.3% | $4,672+24.0% | $3,350+72.9% |
| Admin fee / account holder | $26 | $698-96.3% | $8,547-99.7% | $521-95.0% |