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 | $79,030 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,757 | $89,808-11.2% | $100,391-20.6% | $77,643+2.7% |
| Participation rate | 64.7% | 81.2%-16.5pp | 81.5%-16.8pp | 70.6%-5.9pp |
| Annual return | 15.66% | 20.62%-5.0pp | 49.20%-33.5pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,335 | $3,039-56.1% | $3,942-66.1% | $2,726-51.0% |
| Participant deferral / active EE | $7,947 | $8,284-4.1% | $8,082-1.7% | $4,647+71.0% |
| Admin fee / account holder | $61 | $174-65.1% | $7,899-99.2% | $430-85.9% |