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 | $11,077 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,758 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $57,717 | $73,360-21.3% | $177,989-67.6% | $74,495-22.5% |
| Participation rate | 86.3% | 66.6%+19.7pp | 77.1%+9.2pp | 67.2%+19.1pp |
| Annual return | 13.66% | 17.49%-3.8pp | 294.48%-280.8pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,421 | $2,216-35.9% | $3,949-64.0% | $2,623-45.8% |
| Participant deferral / active EE | $4,762 | $4,513+5.5% | $6,276-24.1% | $4,346+9.6% |
| Admin fee / account holder | $73 | $1,808-96.0% | $10,363-99.3% | $1,942-96.2% |