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 | $50,016 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,560 |
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 | $69,722 | $29,369+137.4% | $77,482-10.0% | $73,409-5.0% |
| Participation rate | 86.0% | 37.9%+48.0pp | 54.2%+31.8pp | 72.2%+13.8pp |
| Annual return | 18.29% | 358.15%-339.9pp | 54.79%-36.5pp | 59.29%-41.0pp |
| Employer contribution / active EE | $2,512 | $406+518.9% | $986+154.7% | $2,234+12.5% |
| Participant deferral / active EE | $4,060 | $941+331.5% | $1,861+118.1% | $3,805+6.7% |
| Admin fee / account holder | $80 | $123-34.9% | $2,858-97.2% | $158-49.4% |