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 | $47,012 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,749 | $106,028+11.1% | $146,958-19.9% | $77,643+51.7% |
| Participation rate | 71.4% | 78.4%-6.9pp | 82.2%-10.7pp | 70.6%+0.9pp |
| Annual return | 13.37% | 56.73%-43.4pp | 418.34%-405.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,061 | $7,990-24.1% | $8,070-24.9% | $4,647+30.4% |
| Admin fee / account holder | $202 | $337-40.2% | $12,998-98.4% | $430-53.1% |