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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,365 |
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 | $167,028 | $81,537+104.8% | $149,718+11.6% | $69,631+139.9% |
| Participation rate | 99.9% | 86.1%+13.8pp | 87.1%+12.8pp | 70.7%+29.2pp |
| Annual return | 22.88% | 22.79%+0.1pp | 1501.63%-1478.7pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $12,523 | $3,239+286.6% | $5,445+130.0% | $2,032+516.2% |
| Participant deferral / active EE | $12,317 | $4,994+146.6% | $6,569+87.5% | $3,224+282.1% |
| Admin fee / account holder | $107 | $107+0.2% | $11,283-99.1% | $110-3.1% |