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 | $28,987 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,392 |
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 | $151,470 | $130,655+15.9% | $93,789+61.5% | $64,808+133.7% |
| Participation rate | 82.3% | 84.9%-2.6pp | 81.0%+1.3pp | 71.5%+10.8pp |
| Annual return | -14.35% | -14.04%-0.3pp | -11.33%-3.0pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,889 | $5,594-48.4% | $4,323-33.2% | $2,506+15.3% |
| Participant deferral / active EE | $8,160 | $8,067+1.2% | $6,094+33.9% | $4,310+89.3% |
| Admin fee / account holder | $119 | $140-15.4% | $7,195-98.4% | $188-36.9% |