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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,424 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $33,075 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$40,249 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,062 | $84,000-39.2% | $119,609-57.3% | $77,904-34.5% |
| Participation rate | 92.7% | 77.8%+14.8pp | 79.3%+13.4pp | 73.7%+19.0pp |
| Annual return | -19.58% | -11.59%-8.0pp | -14.97%-4.6pp | 12.21%-31.8pp |
| Employer contribution / active EE | $1,058 | $2,907-63.6% | $4,232-75.0% | $2,848-62.8% |
| Participant deferral / active EE | $2,837 | $4,705-39.7% | $5,602-49.4% | $4,806-41.0% |
| Admin fee / account holder | $13 | $116-88.7% | $10,323-99.9% | $133-90.1% |