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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,696 |
Filed as: BRADY, WARE & SCHOENFELD, INC Service code 10 · EIN 35-1476702 | Accounting | $8,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$9,046 |
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 | $200,522 | $69,305+189.3% | $82,313+143.6% | $69,631+188.0% |
| Participation rate | 98.8% | 80.3%+18.5pp | 76.9%+21.9pp | 70.7%+28.1pp |
| Annual return | 20.15% | 21.47%-1.3pp | 25.88%-5.7pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $7,251 | $1,887+284.4% | $2,428+198.6% | $2,032+256.8% |
| Participant deferral / active EE | $11,629 | $3,568+225.9% | $3,706+213.8% | $3,224+260.7% |
| Admin fee / account holder | $51 | $97-48.0% | $5,608-99.1% | $110-54.2% |