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 | $48,185 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $23,649 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,508 |
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 | $71,886 | $98,727-27.2% | $113,168-36.5% | $85,563-16.0% |
| Participation rate | 94.9% | 80.8%+14.1pp | 76.6%+18.3pp | 66.0%+28.9pp |
| Annual return | 17.04% | 17.43%-0.4pp | 24.27%-7.2pp | 31.51%-14.5pp |
| Employer contribution / active EE | $3,633 | $2,907+25.0% | $2,975+22.1% | $2,654+36.9% |
| Participant deferral / active EE | $7,372 | $5,424+35.9% | $5,107+44.4% | $4,375+68.5% |
| Admin fee / account holder | $102 | $357-71.5% | $12,068-99.2% | $834-87.8% |