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 | $104,841 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,950 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $238,014 | $122,186+94.8% | $146,958+62.0% | $199,593+19.2% |
| Participation rate | 81.8% | 78.3%+3.5pp | 82.2%-0.4pp | 72.0%+9.8pp |
| Annual return | 17.82% | 30.56%-12.7pp | 418.34%-400.5pp | 34.25%-16.4pp |
| Employer contribution / active EE | $502 | $4,093-87.7% | $4,933-89.8% | $3,034-83.5% |
| Participant deferral / active EE | $16,049 | $8,502+88.8% | $8,070+98.9% | $5,087+215.5% |
| Admin fee / account holder | $67 | $179-62.4% | $12,998-99.5% | $269-75.0% |