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 9-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 | $14,900 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,165 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,042 | $84,936-50.5% | $111,297-62.2% | $79,386-47.0% |
| Participation rate | 89.4% | 75.9%+13.5pp | 77.3%+12.1pp | 70.7%+18.7pp |
| Annual return | 16.25% | 17.45%-1.2pp | 54.65%-38.4pp | 116.85%-100.6pp |
| Employer contribution / active EE | $290 | $1,979-85.4% | $2,731-89.4% | $2,427-88.1% |
| Participant deferral / active EE | $2,117 | $3,888-45.6% | $4,487-52.8% | $4,046-47.7% |
| Admin fee / account holder | $97 | $537-81.9% | $7,964-98.8% | $626-84.5% |