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) | $9,004 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,875 |
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 | $40,502 | $41,617-2.7% | $84,611-52.1% | $77,787-47.9% |
| Participation rate | 7.0% | 45.0%-38.1pp | 68.2%-61.3pp | 73.2%-66.2pp |
| Annual return | 31.94% | 24.97%+7.0pp | 258.74%-226.8pp | 32.57%-0.6pp |
| Employer contribution / active EE | $279 | $1,061-73.7% | $2,652-89.5% | $2,504-88.8% |
| Participant deferral / active EE | $618 | $2,129-71.0% | $3,899-84.2% | $3,967-84.4% |
| Admin fee / account holder | $28 | $121-76.5% | $4,912-99.4% | $100-71.6% |