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 | $58,535 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,160 |
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 | $50,901 | $23,224+119.2% | $71,086-28.4% | $55,725-8.7% |
| Participation rate | 90.7% | 37.9%+52.8pp | 54.7%+36.0pp | 70.9%+19.8pp |
| Annual return | -4.38% | -2.87%-1.5pp | 650.59%-655.0pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,688 | $436+516.3% | $1,088+147.2% | $2,078+29.4% |
| Participant deferral / active EE | $4,346 | $929+367.8% | $1,874+131.9% | $3,356+29.5% |
| Admin fee / account holder | $82 | $118-30.2% | $3,082-97.3% | $115-28.5% |