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 | $47,834 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,885 |
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 | $95,333 | $106,110-10.2% | $147,005-35.2% | $77,671+22.7% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 16.08% | 56.77%-40.7pp | 418.76%-402.7pp | 31.21%-15.1pp |
| Employer contribution / active EE | $5,185 | $4,065+27.6% | $4,934+5.1% | $2,726+90.2% |
| Participant deferral / active EE | $11,136 | $7,992+39.3% | $8,070+38.0% | $4,648+139.6% |
| Admin fee / account holder | $112 | $338-66.8% | $13,006-99.1% | $430-73.9% |