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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $281 |
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 | $114,843 | $73,102+57.1% | $123,544-7.0% | $56,287+104.0% |
| Participation rate | 83.2% | 74.3%+8.9pp | 82.3%+0.9pp | 69.9%+13.4pp |
| Annual return | -4.70% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $5,005 | $2,977+68.1% | $4,628+8.1% | $2,111+137.1% |
| Participant deferral / active EE | $12,485 | $5,423+130.2% | $6,426+94.3% | $3,350+272.7% |
| Admin fee / account holder | $33 | $554-94.0% | $9,284-99.6% | $521-93.6% |