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 | $133,037 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,105 | $2,679,533-98.7% | $164,866-78.7% | $199,768-82.4% |
| Participation rate | 82.2% | 78.3%+3.8pp | 78.6%+3.6pp | 72.0%+10.1pp |
| Annual return | 15.70% | 17.93%-2.2pp | 69.97%-54.3pp | 34.26%-18.6pp |
| Employer contribution / active EE | $621 | $2,970-79.1% | $4,343-85.7% | $3,037-79.6% |
| Participant deferral / active EE | $3,842 | $5,010-23.3% | $6,033-36.3% | $5,090-24.5% |
| Admin fee / account holder | $110 | $1,982-94.4% | $12,689-99.1% | $269-59.0% |