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 | $100,769 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,779 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $14,995 | $44,989-66.7% | $170,442-91.2% | $77,958-80.8% |
| Participation rate | 81.4% | 64.6%+16.7pp | 83.6%-2.2pp | 71.6%+9.7pp |
| Annual return | 22.66% | 19.61%+3.0pp | 205.93%-183.3pp | 20.87%+1.8pp |
| Employer contribution / active EE | $861 | $1,466-41.3% | $5,433-84.2% | $2,310-62.7% |
| Participant deferral / active EE | $93 | $2,208-95.8% | $4,939-98.1% | $3,537-97.4% |
| Admin fee / account holder | $34 | $69-51.2% | $13,880-99.8% | $97-65.4% |