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 4-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 | $34,963 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,072 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,193 | $56,485-20.0% | $185,823-75.7% | $86,799-47.9% |
| Participation rate | 60.5% | 65.5%-5.0pp | 81.7%-21.2pp | 72.3%-11.8pp |
| Annual return | 0.00% | 118.04%-118.0pp | 122.05%-122.1pp | 97.91%-97.9pp |
| Employer contribution / active EE | $657 | $1,843-64.4% | $5,167-87.3% | $2,405-72.7% |
| Participant deferral / active EE | $4,169 | $2,553+63.3% | $5,568-25.1% | $4,131+0.9% |
| Admin fee / account holder | $117 | $150-21.6% | $16,237-99.3% | $170-30.8% |