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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,284 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,638 |
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 | $62,555 | $59,535+5.1% | $90,160-30.6% | $62,292+0.4% |
| Participation rate | 84.0% | 73.0%+11.0pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 21.68% | 23.53%-1.8pp | 34.88%-13.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $3,983 | $1,826+118.2% | $3,318+20.1% | $2,042+95.0% |
| Participant deferral / active EE | $8,776 | $4,639+89.2% | $5,288+66.0% | $3,169+176.9% |
| Admin fee / account holder | $38 | $337-88.7% | $5,943-99.4% | $479-92.1% |