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) | $229,627 |
Service code 37 · EIN 04-2647786 | Loan Processing | $118,277 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL,LLC Service code 11 · EIN 83-1116912 | Actuarial | $64,167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $572,588 | $176,491+224.4% | $95,952+496.7% | $90,288+534.2% |
| Participation rate | 94.1% | 86.6%+7.6pp | 77.1%+17.1pp | 73.4%+20.8pp |
| Annual return | 348.79% | 20.14%+328.6pp | 91.61%+257.2pp | 53.97%+294.8pp |
| Employer contribution / active EE | $4,706 | $2,789+68.7% | $2,541+85.2% | $2,524+86.4% |
| Participant deferral / active EE | $6,556 | $5,340+22.8% | $4,167+57.3% | $4,232+54.9% |
| Admin fee / account holder | $179 | $154+15.9% | $6,795-97.4% | $114+56.5% |