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 | $28,104 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,223 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,591 | $122,186+139.5% | $146,958+99.1% | $199,593+46.6% |
| Participation rate | 86.5% | 78.3%+8.2pp | 82.2%+4.4pp | 72.0%+14.6pp |
| Annual return | 14.49% | 30.56%-16.1pp | 418.34%-403.8pp | 34.25%-19.8pp |
| Employer contribution / active EE | $9,372 | $4,093+129.0% | $4,933+90.0% | $3,034+208.9% |
| Participant deferral / active EE | $16,189 | $8,502+90.4% | $8,070+100.6% | $5,087+218.2% |
| Admin fee / account holder | $26 | $179-85.2% | $12,998-99.8% | $269-90.2% |