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 | $62,338 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,467 |
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 | $41,479 | $45,000-7.8% | $143,757-71.1% | $77,904-46.8% |
| Participation rate | 57.5% | 66.8%-9.4pp | 80.3%-22.8pp | 73.7%-16.2pp |
| Annual return | 108.94% | 29.03%+79.9pp | -0.04%+109.0pp | 12.21%+96.7pp |
| Employer contribution / active EE | $528 | $1,870-71.7% | $4,951-89.3% | $2,848-81.5% |
| Participant deferral / active EE | $3,271 | $3,157+3.6% | $5,637-42.0% | $4,806-31.9% |
| Admin fee / account holder | $90 | $98-9.0% | $14,673-99.4% | $133-32.4% |