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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,460 |
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).
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 | $109,152 | $55,449+96.9% | $83,848+30.2% | $56,287+93.9% |
| Participation rate | 86.4% | 68.0%+18.4pp | 76.1%+10.2pp | 69.9%+16.5pp |
| Annual return | -5.20% | -1.38%-3.8pp | 850.88%-856.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $4,043 | $2,430+66.3% | $3,631+11.3% | $2,111+91.5% |
| Participant deferral / active EE | $9,977 | $2,935+239.9% | $4,082+144.4% | $3,350+197.9% |
| Admin fee / account holder | $150 | $656-77.1% | $5,478-97.3% | $521-71.2% |