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 | $8,086 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,903 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,387 | $52,639-49.9% | $185,117-85.7% | $62,292-57.6% |
| Participation rate | 90.5% | 63.9%+26.7pp | 77.3%+13.3pp | 69.5%+21.0pp |
| Annual return | 15.42% | 19.57%-4.2pp | 40.50%-25.1pp | 28.90%-13.5pp |
| Employer contribution / active EE | $574 | $1,483-61.3% | $4,182-86.3% | $2,042-71.9% |
| Participant deferral / active EE | $2,873 | $3,097-7.2% | $5,045-43.1% | $3,169-9.4% |
| Admin fee / account holder | $76 | $374-79.5% | $8,159-99.1% | $479-84.1% |