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 | $44,515 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,487 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 6 reportable transactions. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,230 | $48,592+112.4% | $185,823-44.4% | $90,288+14.3% |
| Participation rate | 67.4% | 66.2%+1.1pp | 78.0%-10.7pp | 73.4%-6.0pp |
| Annual return | 11.24% | 68.51%-57.3pp | 35.95%-24.7pp | 53.97%-42.7pp |
| Employer contribution / active EE | $2,796 | $1,389+101.3% | $4,087-31.6% | $2,524+10.8% |
| Participant deferral / active EE | $4,152 | $3,463+19.9% | $5,632-26.3% | $4,232-1.9% |
| Admin fee / account holder | $52 | $77-32.9% | $9,500-99.5% | $114-54.4% |