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 | $75,296 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,767 |
AMERICAN FUNDS8 years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $27,500 |
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 | $114,634 | $84,784+35.2% | $98,439+16.5% | $74,419+54.0% |
| Participation rate | 95.8% | 81.5%+14.2pp | 75.2%+20.6pp | 70.7%+25.0pp |
| Annual return | 16.91% | 20.59%-3.7pp | 21.16%-4.2pp | 34.38%-17.5pp |
| Employer contribution / active EE | $7,448 | $3,364+121.4% | $3,048+144.4% | $2,637+182.4% |
| Participant deferral / active EE | $11,045 | $5,218+111.7% | $4,738+133.1% | $4,528+143.9% |
| Admin fee / account holder | $106 | $204-48.2% | $8,948-98.8% | $348-69.6% |