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 | $79,422 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,534 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,374 | $99,078-75.4% | $96,544-74.8% | $74,419-67.2% |
| Participation rate | 86.9% | 80.7%+6.3pp | 76.0%+11.0pp | 70.7%+16.2pp |
| Annual return | 32.35% | 22.48%+9.9pp | 25.84%+6.5pp | 34.38%-2.0pp |
| Employer contribution / active EE | $2,276 | $2,570-11.5% | $2,965-23.2% | $2,637-13.7% |
| Participant deferral / active EE | $3,670 | $4,933-25.6% | $4,851-24.3% | $4,528-18.9% |
| Admin fee / account holder | $97 | $225-57.0% | $8,252-98.8% | $348-72.2% |