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 | $13,152 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,677 |
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 | $127,745 | $59,186+115.8% | $76,768+66.4% | $56,287+127.0% |
| Participation rate | 60.6% | 75.2%-14.6pp | 77.0%-16.4pp | 69.9%-9.2pp |
| Annual return | -5.62% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,284 | $1,759+29.9% | $2,485-8.1% | $2,111+8.2% |
| Participant deferral / active EE | $3,553 | $3,255+9.2% | $3,852-7.8% | $3,350+6.1% |
| Admin fee / account holder | $121 | $489-75.3% | $6,675-98.2% | $521-76.8% |