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 27 · EIN 47-1411118 | Advisory (Plan) | $82,042 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,727 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,549 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,138 | $79,519+9.6% | $95,952-9.2% | $73,409+18.7% |
| Participation rate | 99.4% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 8.39% | 19.20%-10.8pp | 91.61%-83.2pp | 59.29%-50.9pp |
| Employer contribution / active EE | $3,705 | $2,048+80.9% | $2,541+45.8% | $2,234+65.9% |
| Participant deferral / active EE | $6,525 | $4,138+57.7% | $4,167+56.6% | $3,805+71.5% |
| Admin fee / account holder | $237 | $184+28.5% | $6,795-96.5% | $158+50.0% |