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 |
|---|---|---|
Filed as: JACOBS, BURNS, ORLOVE, HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $9,380 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC CAPITAL INV ADVISERS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $9,080 |
Service code 10 · EIN 30-0510353 | Accounting | $8,130 |
CUNI, RUST & STRENK2 years Filed as: CUNI, RUST AND STRENK Service code 17 · EIN 31-1227755 | Pension Consulting | $5,425 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,188 | $76,774-85.4% | $112,228-90.0% | $77,904-85.6% |
| Participation rate | 93.9% | 80.2%+13.7pp | 75.1%+18.8pp | 73.7%+20.2pp |
| Annual return | -8.84% | -10.25%+1.4pp | 27.45%-36.3pp | 12.21%-21.0pp |
| Employer contribution / active EE | $1,824 | $3,977-54.1% | $3,635-49.8% | $2,848-35.9% |
| Participant deferral / active EE | $979 | $3,778-74.1% | $4,728-79.3% | $4,806-79.6% |
| Admin fee / account holder | $144 | $239-39.6% | $6,410-97.7% | $133+8.8% |