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 5-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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $398,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $338,828 |
PORTFOLIO EVALUATIONS, INC.1+ years Service code 27 · EIN 22-3188064 | Advisory (Plan) | $37,500 |
MERCER1+ years Service code 27 · EIN 30-0282430 | Advisory (Plan) | $35,885 |
INSERO & CO. CPAS, LLP1+ years Service code 10 · EIN 47-5324570 | Accounting | $24,150 |
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 | $145,731 | $146,341-0.4% | $98,907+47.3% | $93,223+56.3% |
| Participation rate | 96.7% | 89.3%+7.4pp | 76.0%+20.7pp | 74.9%+21.8pp |
| Annual return | 18.01% | 16.85%+1.2pp | 196.43%-178.4pp | 19.29%-1.3pp |
| Employer contribution / active EE | $4,383 | $4,823-9.1% | $2,689+63.0% | $2,680+63.6% |
| Participant deferral / active EE | $8,566 | $7,126+20.2% | $4,244+101.8% | $4,563+87.7% |
| Admin fee / account holder | $96 | $63+52.5% | $6,642-98.6% | $79+20.8% |