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 4-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 | $56,765 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,757 |
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 | $61,655 | $89,282-30.9% | $94,646-34.9% | $74,419-17.2% |
| Participation rate | 99.9% | 82.4%+17.4pp | 80.8%+19.0pp | 70.7%+29.1pp |
| Annual return | 35.54% | 25.96%+9.6pp | 156.71%-121.2pp | 34.38%+1.2pp |
| Employer contribution / active EE | $8,677 | $3,022+187.1% | $3,672+136.3% | $2,637+229.0% |
| Participant deferral / active EE | $11,976 | $8,425+42.1% | $7,418+61.4% | $4,528+164.5% |
| Admin fee / account holder | $95 | $219-56.4% | $7,231-98.7% | $348-72.6% |