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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,594 |
KESTRA INVESTMENT SERVICES LLC5+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $40,000 |
SAMET & COMPANY PC1 year Filed as: SAMET & COMPANY, PC Service code 10 · EIN 04-3027605 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,630 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,796 | $48,406-11.6% | $104,607-59.1% | $90,288-52.6% |
| Participation rate | 95.4% | 64.3%+31.2pp | 74.1%+21.4pp | 73.4%+22.1pp |
| Annual return | 15.90% | 18.72%-2.8pp | 340.46%-324.6pp | 53.97%-38.1pp |
| Employer contribution / active EE | $7 | $1,115-99.4% | $2,681-99.7% | $2,524-99.7% |
| Participant deferral / active EE | $3,767 | $2,436+54.6% | $3,740+0.7% | $4,232-11.0% |
| Admin fee / account holder | $43 | $76-43.7% | $6,473-99.3% | $114-62.5% |