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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $128,955 |
Service code 27 · EIN 27-1529830 | Advisory (Plan) | $64,990 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,334 |
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 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 | $44,219 | $407,990-89.2% | $121,196-63.5% | $75,289-41.3% |
| Participation rate | 78.6% | 59.5%+19.1pp | 71.7%+6.9pp | 72.4%+6.2pp |
| Annual return | -4.72% | 2.93%-7.7pp | 16.93%-21.7pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,354 | $1,846-26.6% | $4,022-66.3% | $2,405-43.7% |
| Participant deferral / active EE | $2,091 | $2,201-5.0% | $3,344-37.5% | $3,739-44.1% |
| Admin fee / account holder | $179 | $455-60.7% | $5,019-96.4% | $102+74.6% |