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 5-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 | $108,662 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,236 |
BAKER TILLY US, LLP5+ years Service code 10 · EIN 39-0859910 | Accounting | $33,600 |
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 | $93,498 | $110,299-15.2% | $102,423-8.7% | $199,593-53.2% |
| Participation rate | 75.9% | 86.3%-10.4pp | 76.5%-0.6pp | 72.0%+3.9pp |
| Annual return | 16.39% | 35.73%-19.3pp | 29.32%-12.9pp | 34.25%-17.9pp |
| Employer contribution / active EE | $1,713 | $3,603-52.5% | $3,023-43.3% | $3,034-43.5% |
| Participant deferral / active EE | $5,417 | $6,376-15.0% | $5,053+7.2% | $5,087+6.5% |
| Admin fee / account holder | $63 | $122-48.5% | $9,451-99.3% | $269-76.6% |