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 | $37,482 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,490 |
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 | $177,082 | $72,607+143.9% | $90,749+95.1% | $66,914+164.6% |
| Participation rate | 86.0% | 73.7%+12.3pp | 75.7%+10.3pp | 69.8%+16.2pp |
| Annual return | -15.74% | -12.28%-3.5pp | -12.16%-3.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,036 | $2,369-14.0% | $2,921-30.3% | $2,544-20.0% |
| Participant deferral / active EE | $7,860 | $3,977+97.6% | $4,564+72.2% | $4,237+85.5% |
| Admin fee / account holder | $160 | $707-77.3% | $8,445-98.1% | $593-72.9% |