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 | $32,874 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,360 |
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 | $91,353 | $55,453+64.7% | $170,442-46.4% | $62,292+46.7% |
| Participation rate | 71.7% | 66.4%+5.3pp | 83.6%-11.9pp | 69.5%+2.2pp |
| Annual return | 15.62% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,616 | $2,164-25.3% | $5,433-70.2% | $2,042-20.9% |
| Participant deferral / active EE | $3,940 | $2,303+71.1% | $4,939-20.2% | $3,169+24.3% |
| Admin fee / account holder | $208 | $455-54.4% | $13,880-98.5% | $479-56.7% |