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 27 · EIN 80-0833114 | Advisory (Plan) | $24,432 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,123 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,588 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,427 | $75,388-75.6% | $123,544-85.1% | $55,725-66.9% |
| Participation rate | 90.0% | 75.7%+14.4pp | 82.3%+7.7pp | 70.9%+19.2pp |
| Annual return | 89.58% | 4.48%+85.1pp | 119.20%-29.6pp | 244.93%-155.4pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,386 | $5,651+66.1% | $6,426+46.1% | $3,356+179.7% |
| Admin fee / account holder | $32 | $120-73.0% | $9,284-99.7% | $115-71.9% |