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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,365 |
Service code 37 · EIN 04-2647786 | Loan Processing | $506 |
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 | $122,240 | $80,753+51.4% | $136,294-10.3% | $62,292+96.2% |
| Participation rate | 86.0% | 73.5%+12.4pp | 81.9%+4.0pp | 69.5%+16.4pp |
| Annual return | 20.94% | 35.83%-14.9pp | 5155.94%-5135.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $5,375 | $2,884+86.4% | $4,695+14.5% | $2,042+163.2% |
| Participant deferral / active EE | $12,839 | $5,164+148.6% | $6,247+105.5% | $3,169+305.1% |
| Admin fee / account holder | $32 | $525-93.9% | $9,243-99.7% | $479-93.3% |