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 | $11,625 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,713 |
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 | $80,260 | $73,404+9.3% | $87,100-7.9% | $67,579+18.8% |
| Participation rate | 97.3% | 80.9%+16.4pp | 76.9%+20.4pp | 71.3%+26.0pp |
| Annual return | 22.97% | 48.29%-25.3pp | 28.19%-5.2pp | 378.56%-355.6pp |
| Employer contribution / active EE | $2,893 | $2,014+43.7% | $2,521+14.7% | $2,148+34.7% |
| Participant deferral / active EE | $4,906 | $3,913+25.4% | $4,049+21.2% | $3,539+38.6% |
| Admin fee / account holder | $38 | $142-73.4% | $7,497-99.5% | $142-73.6% |