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 | $9,544 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,463 |
Annual investment return 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 | $65,928 | $65,118+1.2% | $76,768-14.1% | $55,725+18.3% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.0%+17.4pp | 70.9%+23.5pp |
| Annual return | -6.02% | -1.27%-4.8pp | 2.43%-8.4pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,690 | $1,941+38.6% | $2,485+8.2% | $2,078+29.4% |
| Participant deferral / active EE | $4,316 | $3,688+17.0% | $3,852+12.1% | $3,356+28.6% |
| Admin fee / account holder | $30 | $116-73.7% | $6,675-99.5% | $115-73.6% |