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 13 · EIN 42-0127290 | Contract Administrator | $17,602 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $15,794 |
Filed as: EAGLE STRATEGIES, LLC Service code 27 · EIN 13-5582869 | Advisory (Plan) | $14,494 |
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 | $84,201 | $88,634-5.0% | $101,326-16.9% | $74,304+13.3% |
| Participation rate | 98.4% | 76.9%+21.5pp | 81.5%+16.9pp | 60.3%+38.1pp |
| Annual return | 20.97% | 33.10%-12.1pp | 36.82%-15.8pp | 29.43%-8.5pp |
| Employer contribution / active EE | $3,590 | $2,930+22.5% | $3,665-2.1% | $2,241+60.2% |
| Participant deferral / active EE | $9,582 | $7,322+30.9% | $7,994+19.9% | $3,767+154.4% |
| Admin fee / account holder | $271 | $2,425-88.8% | $11,185-97.6% | $2,969-90.9% |