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 | $24,684 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,958 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $84,580 | $75,284+12.3% | $91,001-7.1% | $69,631+21.5% |
| Participation rate | 95.3% | 80.4%+14.9pp | 75.6%+19.7pp | 70.7%+24.6pp |
| Annual return | 18.82% | 48.40%-29.6pp | 4.60%+14.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $3,271 | $2,473+32.3% | $2,456+33.2% | $2,032+60.9% |
| Participant deferral / active EE | $3,258 | $3,700-11.9% | $3,547-8.2% | $3,224+1.1% |
| Admin fee / account holder | $58 | $111-47.9% | $5,417-98.9% | $110-47.8% |