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 | $132,859 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $72,209 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,338 |
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 | $72,588 | $52,293+38.8% | $178,490-59.3% | $73,409-1.1% |
| Participation rate | 93.3% | 65.3%+28.0pp | 81.9%+11.4pp | 72.2%+21.1pp |
| Annual return | 11.47% | 34.75%-23.3pp | 151.07%-139.6pp | 59.29%-47.8pp |
| Employer contribution / active EE | $4,706 | $1,735+171.2% | $5,011-6.1% | $2,234+110.7% |
| Participant deferral / active EE | $4,054 | $2,332+73.8% | $5,202-22.1% | $3,805+6.5% |
| Admin fee / account holder | $218 | $127+71.0% | $13,984-98.4% | $158+38.0% |