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 | $36,737 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,871 | $52,293+81.4% | $178,490-46.8% | $73,409+29.2% |
| Participation rate | 65.6% | 65.3%+0.2pp | 81.9%-16.4pp | 72.2%-6.6pp |
| Annual return | 12.99% | 34.75%-21.8pp | 151.07%-138.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,471 | $1,735-15.2% | $5,011-70.6% | $2,234-34.1% |
| Participant deferral / active EE | $3,366 | $2,332+44.3% | $5,202-35.3% | $3,805-11.6% |
| Admin fee / account holder | $190 | $127+49.4% | $13,984-98.6% | $158+20.5% |