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 | $49,607 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,834 |
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 | $77,135 | $65,223+18.3% | $80,019-3.6% | $55,725+38.4% |
| Participation rate | 97.3% | 80.6%+16.7pp | 75.8%+21.5pp | 70.9%+26.4pp |
| Annual return | -4.03% | 7.59%-11.6pp | 11.22%-15.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $3,626 | $2,544+42.6% | $2,468+46.9% | $2,078+74.5% |
| Participant deferral / active EE | $3,775 | $3,881-2.7% | $3,686+2.4% | $3,356+12.5% |
| Admin fee / account holder | $91 | $114-20.7% | $6,521-98.6% | $115-21.4% |