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 | $23,140 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,592 |
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 | $165,513 | $331,159-50.0% | $112,887+46.6% | $74,419+122.4% |
| Participation rate | 82.5% | 81.4%+1.1pp | 80.5%+2.0pp | 70.7%+11.8pp |
| Annual return | 16.22% | 21.62%-5.4pp | 34.10%-17.9pp | 34.38%-18.2pp |
| Employer contribution / active EE | $2,708 | $5,469-50.5% | $4,563-40.7% | $2,637+2.7% |
| Participant deferral / active EE | $7,632 | $8,097-5.7% | $6,513+17.2% | $4,528+68.5% |
| Admin fee / account holder | $97 | $281-65.4% | $7,047-98.6% | $348-72.1% |