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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $190,927 |
Service code 37 · EIN 04-2647786 | Loan Processing | $62,253 |
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 | $86,059 | $65,292+31.8% | $71,671+20.1% | $77,958+10.4% |
| Participation rate | 72.4% | 67.4%+5.0pp | 68.7%+3.7pp | 71.6%+0.8pp |
| Annual return | 19.54% | 21.25%-1.7pp | 20.65%-1.1pp | 20.87%-1.3pp |
| Employer contribution / active EE | $2,760 | $2,085+32.4% | $2,460+12.2% | $2,310+19.5% |
| Participant deferral / active EE | $5,777 | $3,008+92.0% | $3,438+68.0% | $3,537+63.3% |
| Admin fee / account holder | $59 | $84-30.4% | $5,558-98.9% | $97-39.6% |