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 27 · EIN 04-2675571 | Advisory (Plan) | $26,977 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,452 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,822 |
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 | $30,326 | $42,810-29.2% | $169,463-82.1% | $55,725-45.6% |
| Participation rate | 95.9% | 64.7%+31.2pp | 77.8%+18.1pp | 70.9%+25.1pp |
| Annual return | -6.33% | -3.61%-2.7pp | 1.83%-8.2pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,123 | $1,402-19.9% | $4,159-73.0% | $2,078-46.0% |
| Participant deferral / active EE | $4,065 | $3,141+29.4% | $5,277-23.0% | $3,356+21.1% |
| Admin fee / account holder | $73 | $106-31.2% | $9,109-99.2% | $115-36.4% |