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 | $48,994 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,630 |
ALLIANCE BENEFIT GROUP3 years Filed as: ABG CONSULTANTS LLC Service code 27 · EIN 20-0848323 | Advisory (Plan) | $9,000 |
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 | $70,311 | $51,288+37.1% | $81,983-14.2% | $73,409-4.2% |
| Participation rate | 71.9% | 64.0%+7.9pp | 69.2%+2.6pp | 72.2%-0.3pp |
| Annual return | 17.24% | 29.48%-12.2pp | 41.31%-24.1pp | 59.29%-42.0pp |
| Employer contribution / active EE | $4,562 | $1,487+206.8% | $2,498+82.6% | $2,234+104.2% |
| Participant deferral / active EE | $8,114 | $2,715+198.8% | $3,722+118.0% | $3,805+113.2% |
| Admin fee / account holder | $132 | $125+5.5% | $5,664-97.7% | $158-16.3% |