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 |
|---|---|---|
FIRST STREET ADVISORS, INC.1+ years Service code 16 · EIN 26-3190745 | Consulting | $12,924 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,924 |
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 | $56,731 | $39,859+42.3% | $78,689-27.9% | $57,658-1.6% |
| Participation rate | 73.1% | 66.1%+7.0pp | 73.6%-0.5pp | 70.2%+2.8pp |
| Annual return | 6.57% | 18.96%-12.4pp | 62.18%-55.6pp | 5.13%+1.4pp |
| Employer contribution / active EE | $703 | $1,786-60.6% | $2,851-75.3% | $1,974-64.4% |
| Participant deferral / active EE | $2,798 | $2,248+24.4% | $3,517-20.4% | $3,061-8.6% |
| Admin fee / account holder | $29 | $76-61.3% | $4,510-99.3% | $95-68.8% |