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 | $98,101 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,985 |
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 | $37,578 | $47,126-20.3% | $149,673-74.9% | $74,419-49.5% |
| Participation rate | 61.2% | 63.4%-2.2pp | 78.8%-17.6pp | 70.7%-9.5pp |
| Annual return | 21.52% | 22.75%-1.2pp | 134.42%-112.9pp | 34.38%-12.9pp |
| Employer contribution / active EE | $714 | $1,905-62.5% | $4,818-85.2% | $2,637-72.9% |
| Participant deferral / active EE | $4,399 | $2,728+61.3% | $5,680-22.6% | $4,528-2.9% |
| Admin fee / account holder | $102 | $343-70.2% | $13,210-99.2% | $348-70.7% |