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 | $37,858 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,342 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,169 | $113,995-77.0% | $127,761-79.5% | $77,787-66.4% |
| Participation rate | 98.0% | 85.7%+12.3pp | 79.0%+19.0pp | 73.2%+24.8pp |
| Annual return | 27.71% | 26.09%+1.6pp | 26.14%+1.6pp | 32.57%-4.9pp |
| Employer contribution / active EE | $3,438 | $6,012-42.8% | $4,574-24.8% | $2,504+37.3% |
| Participant deferral / active EE | $4,940 | $7,267-32.0% | $6,021-18.0% | $3,967+24.5% |
| Admin fee / account holder | $29 | $108-72.9% | $9,395-99.7% | $100-70.8% |