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 | $34,519 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,870 |
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 | $97,232 | $52,953+83.6% | $172,739-43.7% | $65,185+49.2% |
| Participation rate | 71.4% | 66.2%+5.2pp | 82.6%-11.2pp | 70.2%+1.2pp |
| Annual return | 21.78% | 30.12%-8.3pp | 802.84%-781.1pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,823 | $2,190-16.8% | $5,143-64.6% | $2,177-16.3% |
| Participant deferral / active EE | $4,044 | $2,471+63.7% | $5,198-22.2% | $3,514+15.1% |
| Admin fee / account holder | $211 | $472-55.3% | $13,954-98.5% | $847-75.1% |