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 | $26,979 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,218 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,436 | $89,282-50.2% | $94,646-53.1% | $74,419-40.3% |
| Participation rate | 86.7% | 82.4%+4.3pp | 80.8%+5.9pp | 70.7%+16.0pp |
| Annual return | 37.04% | 25.96%+11.1pp | 156.71%-119.7pp | 34.38%+2.7pp |
| Employer contribution / active EE | $4,195 | $3,022+38.8% | $3,672+14.2% | $2,637+59.1% |
| Participant deferral / active EE | $8,176 | $8,425-2.9% | $7,418+10.2% | $4,528+80.6% |
| Admin fee / account holder | $55 | $219-75.1% | $7,231-99.2% | $348-84.3% |