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 | $59,749 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,744 |
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 | $64,315 | $25,302+154.2% | $74,701-13.9% | $67,579-4.8% |
| Participation rate | 86.5% | 37.8%+48.6pp | 54.5%+32.0pp | 71.3%+15.2pp |
| Annual return | 21.73% | 10291.17%-10269.4pp | 752.92%-731.2pp | 378.56%-356.8pp |
| Employer contribution / active EE | $2,601 | $446+482.7% | $1,084+140.0% | $2,148+21.1% |
| Participant deferral / active EE | $4,251 | $954+345.6% | $1,964+116.5% | $3,539+20.1% |
| Admin fee / account holder | $86 | $108-20.4% | $3,333-97.4% | $142-39.8% |