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 | $27,921 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,246 |
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 | $57,495 | $28,416+102.3% | $73,545-21.8% | $69,631-17.4% |
| Participation rate | 79.0% | 38.3%+40.6pp | 54.9%+24.0pp | 70.7%+8.3pp |
| Annual return | 16.74% | -694.13%+710.9pp | -15.16%+31.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $2,535 | $430+488.8% | $1,219+107.9% | $2,032+24.7% |
| Participant deferral / active EE | $3,952 | $897+340.6% | $1,806+118.8% | $3,224+22.6% |
| Admin fee / account holder | $48 | $104-53.9% | $2,320-97.9% | $110-56.4% |