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 5-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 | $33,244 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,509 |
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 | $25,170 | $53,136-52.6% | $155,509-83.8% | $199,593-87.4% |
| Participation rate | 78.8% | 64.1%+14.8pp | 78.2%+0.7pp | 72.0%+6.9pp |
| Annual return | 16.11% | 41.15%-25.0pp | 64.67%-48.6pp | 34.25%-18.1pp |
| Employer contribution / active EE | $841 | $1,851-54.5% | $4,672-82.0% | $3,034-72.3% |
| Participant deferral / active EE | $2,392 | $3,161-24.3% | $5,626-57.5% | $5,087-53.0% |
| Admin fee / account holder | $35 | $185-81.1% | $15,912-99.8% | $269-87.0% |