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) | $5,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,376 |
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 | $168,458 | $73,102+130.4% | $123,544+36.4% | $56,287+199.3% |
| Participation rate | 90.3% | 74.3%+16.0pp | 82.3%+8.1pp | 69.9%+20.5pp |
| Annual return | -3.92% | 3.01%-6.9pp | 119.20%-123.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,739 | $2,977-41.6% | $4,628-62.4% | $2,111-17.6% |
| Participant deferral / active EE | $10,523 | $5,423+94.1% | $6,426+63.8% | $3,350+214.1% |
| Admin fee / account holder | $41 | $554-92.5% | $9,284-99.6% | $521-92.0% |