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 | $9,820 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,012 |
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 | $54,894 | $47,126+16.5% | $149,673-63.3% | $74,419-26.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 17.69% | 22.75%-5.1pp | 134.42%-116.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $2,967 | $1,905+55.7% | $4,818-38.4% | $2,637+12.5% |
| Participant deferral / active EE | $5,102 | $2,728+87.0% | $5,680-10.2% | $4,528+12.7% |
| Admin fee / account holder | $74 | $343-78.3% | $13,210-99.4% | $348-78.6% |