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 3-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 | $53,263 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,811 |
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 | $94,574 | $99,078-4.5% | $96,544-2.0% | $74,419+27.1% |
| Participation rate | 96.1% | 80.7%+15.5pp | 76.0%+20.2pp | 70.7%+25.4pp |
| Annual return | 25.40% | 22.48%+2.9pp | 25.84%-0.4pp | 34.38%-9.0pp |
| Employer contribution / active EE | $4,013 | $2,570+56.1% | $2,965+35.3% | $2,637+52.2% |
| Participant deferral / active EE | $9,076 | $4,933+84.0% | $4,851+87.1% | $4,528+100.4% |
| Admin fee / account holder | $112 | $225-49.9% | $8,252-98.6% | $348-67.7% |