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 | $73,759 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,281 |
CONTINUUM ADVISORY LLC7 years Service code 27 · EIN 81-2078978 | Advisory (Plan) | $30,000 |
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 | $100,701 | $122,186-17.6% | $146,958-31.5% | $199,593-49.5% |
| Participation rate | 93.5% | 78.3%+15.2pp | 82.2%+11.3pp | 72.0%+21.5pp |
| Annual return | 20.60% | 30.56%-10.0pp | 418.34%-397.7pp | 34.25%-13.6pp |
| Employer contribution / active EE | $1,994 | $4,093-51.3% | $4,933-59.6% | $3,034-34.3% |
| Participant deferral / active EE | $13,772 | $8,502+62.0% | $8,070+70.7% | $5,087+170.7% |
| Admin fee / account holder | $38 | $179-78.7% | $12,998-99.7% | $269-85.9% |