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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,294 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,400 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $213,582 | $58,083+267.7% | $80,019+166.9% | $56,287+279.5% |
| Participation rate | 92.6% | 73.6%+19.0pp | 75.8%+16.8pp | 69.9%+22.7pp |
| Annual return | -3.91% | 34.61%-38.5pp | 11.22%-15.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $3,689 | $1,932+90.9% | $2,468+49.5% | $2,111+74.7% |
| Participant deferral / active EE | $8,309 | $3,135+165.0% | $3,686+125.4% | $3,350+148.0% |
| Admin fee / account holder | $91 | $623-85.4% | $6,521-98.6% | $521-82.6% |