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 | $9,119 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,479 |
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 | $29,892 | $36,916-19.0% | $156,549-80.9% | $57,658-48.2% |
| Participation rate | 73.3% | 63.4%+9.9pp | 84.0%-10.7pp | 70.2%+3.1pp |
| Annual return | 57.18% | 12.38%+44.8pp | 32.23%+25.0pp | 5.13%+52.0pp |
| Employer contribution / active EE | $1,803 | $1,571+14.8% | $5,501-67.2% | $1,974-8.6% |
| Participant deferral / active EE | $5,582 | $1,926+189.9% | $4,871+14.6% | $3,061+82.4% |
| Admin fee / account holder | $21 | $82-74.8% | $13,027-99.8% | $95-78.0% |