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 7-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 | $15,558 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,429 | $40,174+23.0% | $84,015-41.2% | $67,579-26.9% |
| Participation rate | 63.2% | 62.7%+0.5pp | 69.0%-5.8pp | 71.3%-8.1pp |
| Annual return | 18.40% | 25.82%-7.4pp | 71.31%-52.9pp | 378.56%-360.2pp |
| Employer contribution / active EE | $864 | $808+6.9% | $1,983-56.5% | $2,148-59.8% |
| Participant deferral / active EE | $2,335 | $2,301+1.5% | $3,239-27.9% | $3,539-34.0% |
| Admin fee / account holder | $52 | $128-59.8% | $6,101-99.2% | $142-63.7% |