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 | $219,075 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $162,379 |
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 | $122,210 | $152,104-19.7% | $184,203-33.7% | $106,382+14.9% |
| Participation rate | 93.4% | 85.9%+7.5pp | 86.8%+6.6pp | 69.9%+23.5pp |
| Annual return | 17.75% | 20.70%-3.0pp | 28.81%-11.1pp | 17.37%+0.4pp |
| Employer contribution / active EE | $2,544 | $5,326-52.2% | $6,427-60.4% | $3,364-24.4% |
| Participant deferral / active EE | $9,734 | $8,559+13.7% | $9,131+6.6% | $5,569+74.8% |
| Admin fee / account holder | $30 | $103-70.4% | $13,901-99.8% | $79-61.7% |