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 20-2461737 | Advisory (Plan) | $49,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,436 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,287 | $61,473-8.4% | $81,930-31.3% | $73,409-23.3% |
| Participation rate | 46.4% | 72.4%-26.0pp | 72.0%-25.6pp | 72.2%-25.8pp |
| Annual return | 14.51% | 28.26%-13.8pp | 29.49%-15.0pp | 59.29%-44.8pp |
| Employer contribution / active EE | $608 | $1,898-67.9% | $4,310-85.9% | $2,234-72.8% |
| Participant deferral / active EE | $1,989 | $3,080-35.4% | $7,107-72.0% | $3,805-47.7% |
| Admin fee / account holder | $125 | $125-0.1% | $5,158-97.6% | $158-20.6% |