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 41-2212501 | Advisory (Plan) | $24,042 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,879 | $86,225+15.8% | $146,665-31.9% | $86,799+15.1% |
| Participation rate | 71.7% | 78.0%-6.3pp | 80.1%-8.4pp | 72.3%-0.6pp |
| Annual return | 13.78% | 31.23%-17.5pp | 22.74%-9.0pp | 97.91%-84.1pp |
| Employer contribution / active EE | $2,299 | $2,392-3.9% | $4,136-44.4% | $2,405-4.4% |
| Participant deferral / active EE | $5,302 | $4,245+24.9% | $5,506-3.7% | $4,131+28.3% |
| Admin fee / account holder | $57 | $195-70.7% | $10,280-99.4% | $170-66.2% |