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 3-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 | $13,316 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,927 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,729 | $73,867-25.9% | $143,757-61.9% | $68,494-20.1% |
| Participation rate | 81.9% | 66.7%+15.3pp | 80.3%+1.6pp | 67.9%+14.0pp |
| Annual return | -17.53% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,200 | $3,184-62.3% | $4,951-75.8% | $2,596-53.8% |
| Participant deferral / active EE | $3,635 | $3,384+7.4% | $5,637-35.5% | $4,027-9.7% |
| Admin fee / account holder | $40 | $5,755-99.3% | $14,673-99.7% | $5,403-99.3% |