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 | $118,008 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,000 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,918 |
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 | $48,296 | $52,525-8.1% | $117,472-58.9% | $77,904-38.0% |
| Participation rate | 76.2% | 61.6%+14.6pp | 70.6%+5.6pp | 73.7%+2.5pp |
| Annual return | -15.38% | -13.76%-1.6pp | 29.74%-45.1pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,652 | $2,166-23.7% | $4,176-60.4% | $2,848-42.0% |
| Participant deferral / active EE | $2,699 | $3,087-12.6% | $4,070-33.7% | $4,806-43.8% |
| Admin fee / account holder | $189 | $99+89.9% | $5,645-96.7% | $133+42.2% |