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 | $68,994 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,152 |
Form 5500 reported that benefits due were not provided when due.
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 | $98,184 | $72,254+35.9% | $86,677+13.3% | $64,808+51.5% |
| Participation rate | 97.3% | 80.4%+16.9pp | 76.6%+20.7pp | 71.5%+25.8pp |
| Annual return | -15.56% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,943 | $2,393+23.0% | $2,836+3.8% | $2,506+17.5% |
| Participant deferral / active EE | $8,636 | $4,658+85.4% | $4,656+85.5% | $4,310+100.4% |
| Admin fee / account holder | $95 | $174-45.3% | $7,493-98.7% | $188-49.3% |