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 7-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 | $127,144 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,154 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,606 | $57,610-79.9% | $154,803-92.5% | $102,872-88.7% |
| Participation rate | 80.1% | 59.5%+20.7pp | 78.1%+2.1pp | 73.0%+7.1pp |
| Annual return | 22.72% | 30.49%-7.8pp | 58.88%-36.2pp | 19.06%+3.7pp |
| Employer contribution / active EE | $625 | $1,883-66.8% | $4,305-85.5% | $3,526-82.3% |
| Participant deferral / active EE | $2,673 | $2,914-8.3% | $5,540-51.8% | $5,535-51.7% |
| Admin fee / account holder | $70 | $368-81.0% | $14,329-99.5% | $292-76.0% |