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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,954 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,524 | $47,456-48.3% | $172,739-85.8% | $77,787-68.5% |
| Participation rate | 93.7% | 66.3%+27.4pp | 82.6%+11.1pp | 73.2%+20.5pp |
| Annual return | 27.98% | 35.57%-7.6pp | 802.84%-774.9pp | 32.57%-4.6pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,652 | $2,560+3.6% | $5,198-49.0% | $3,967-33.2% |
| Admin fee / account holder | $14 | $81-82.2% | $13,954-99.9% | $100-85.6% |