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 | $130,976 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $31,500 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,657 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,648 | $96,486-50.6% | $153,485-69.0% | $77,643-38.6% |
| Participation rate | 93.9% | 81.6%+12.3pp | 77.1%+16.9pp | 70.6%+23.4pp |
| Annual return | 14.43% | 14.44%0pp | 15.65%-1.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,870 | $5,224-25.9% | $5,039-23.2% | $2,726+42.0% |
| Participant deferral / active EE | $5,792 | $6,609-12.4% | $6,757-14.3% | $4,647+24.6% |
| Admin fee / account holder | $211 | $182+15.8% | $12,724-98.3% | $430-50.9% |