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 9-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 | $12,338 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,292 | $65,118-42.7% | $76,768-51.4% | $55,725-33.1% |
| Participation rate | 78.6% | 79.6%-1.0pp | 77.0%+1.7pp | 70.9%+7.8pp |
| Annual return | -3.31% | -1.27%-2.0pp | 2.43%-5.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $616 | $1,941-68.2% | $2,485-75.2% | $2,078-70.3% |
| Participant deferral / active EE | $1,436 | $3,688-61.1% | $3,852-62.7% | $3,356-57.2% |
| Admin fee / account holder | $31 | $116-72.9% | $6,675-99.5% | $115-72.7% |