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 | $106,028-10.1% | $146,958-35.1% | $77,643+22.8% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.1pp | 70.6%+19.6pp |
| Annual return | 16.08% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $5,185 | $4,063+27.6% | $4,933+5.1% | $2,726+90.2% |
| Participant deferral / active EE | $11,136 | $7,990+39.4% | $8,070+38.0% | $4,647+139.6% |
| Admin fee / account holder | $112 | $337-66.8% | $12,998-99.1% | $430-73.9% |