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 37 · EIN 04-2647786 | Loan Processing | $26,995 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,681 |
Employer contribution per participant 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 | $58,554 | $81,537-28.2% | $149,718-60.9% | $69,631-15.9% |
| Participation rate | 73.8% | 86.1%-12.3pp | 87.1%-13.2pp | 70.7%+3.2pp |
| Annual return | 18.10% | 22.79%-4.7pp | 1501.63%-1483.5pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $160 | $3,239-95.1% | $5,445-97.1% | $2,032-92.1% |
| Participant deferral / active EE | $3,430 | $4,994-31.3% | $6,569-47.8% | $3,224+6.4% |
| Admin fee / account holder | $44 | $107-59.2% | $11,283-99.6% | $110-60.5% |