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 | $10,980 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,417 |
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 | $91,091 | $79,519+14.6% | $95,952-5.1% | $73,409+24.1% |
| Participation rate | 93.0% | 81.2%+11.8pp | 77.1%+15.9pp | 72.2%+20.8pp |
| Annual return | 13.31% | 19.20%-5.9pp | 91.61%-78.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,508 | $2,048-26.3% | $2,541-40.6% | $2,234-32.5% |
| Participant deferral / active EE | $4,923 | $4,138+19.0% | $4,167+18.1% | $3,805+29.4% |
| Admin fee / account holder | $40 | $184-78.3% | $6,795-99.4% | $158-74.6% |