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 | $75,131 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,721 | $47,126+86.1% | $149,673-41.4% | $74,419+17.9% |
| Participation rate | 56.5% | 63.4%-6.9pp | 78.8%-22.3pp | 70.7%-14.3pp |
| Annual return | 20.02% | 22.75%-2.7pp | 134.42%-114.4pp | 34.38%-14.4pp |
| Employer contribution / active EE | $1,182 | $1,905-38.0% | $4,818-75.5% | $2,637-55.2% |
| Participant deferral / active EE | $4,588 | $2,728+68.2% | $5,680-19.2% | $4,528+1.3% |
| Admin fee / account holder | $137 | $343-60.1% | $13,210-99.0% | $348-60.7% |