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 5-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 | $9,125 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,750 |
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 | $72,390 | $75,284-3.8% | $91,001-20.5% | $69,631+4.0% |
| Participation rate | 88.3% | 80.4%+7.9pp | 75.6%+12.7pp | 70.7%+17.6pp |
| Annual return | 32.41% | 48.40%-16.0pp | 4.60%+27.8pp | 27571.02%-27538.6pp |
| Employer contribution / active EE | $1,910 | $2,473-22.8% | $2,456-22.2% | $2,032-6.0% |
| Participant deferral / active EE | $3,641 | $3,700-1.6% | $3,547+2.6% | $3,224+12.9% |
| Admin fee / account holder | $28 | $111-74.4% | $5,417-99.5% | $110-74.4% |