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) | $91,304 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,768 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,694 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,683 | $72,254+25.5% | $86,677+4.6% | $64,808+39.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -11.01% | 392.42%-403.4pp | 35.91%-46.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $3,779 | $2,393+57.9% | $2,836+33.2% | $2,506+50.8% |
| Participant deferral / active EE | $6,860 | $4,658+47.3% | $4,656+47.3% | $4,310+59.1% |
| Admin fee / account holder | $247 | $174+42.3% | $7,493-96.7% | $188+31.8% |