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) | $29,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,861 |
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 | $138,098 | $63,905+116.1% | $74,183+86.2% | $57,658+139.5% |
| Participation rate | 93.1% | 79.8%+13.3pp | 76.6%+16.5pp | 70.2%+22.8pp |
| Annual return | 8.01% | 60.60%-52.6pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $4,445 | $1,840+141.5% | $2,370+87.6% | $1,974+125.2% |
| Participant deferral / active EE | $9,469 | $3,448+174.6% | $3,550+166.8% | $3,061+209.4% |
| Admin fee / account holder | $43 | $91-52.9% | $5,586-99.2% | $95-54.6% |