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 | $16,021 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,571 |
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 | $118,630 | $109,881+8.0% | $150,045-20.9% | $84,808+39.9% |
| Participation rate | 87.3% | 76.1%+11.2pp | 82.3%+5.0pp | 68.3%+19.0pp |
| Annual return | 19.31% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,422 | $3,561-60.1% | $4,693-69.7% | $2,631-46.0% |
| Participant deferral / active EE | $24,577 | $6,636+270.4% | $7,997+207.3% | $4,212+483.5% |
| Admin fee / account holder | $145 | $8,568-98.3% | $13,435-98.9% | $7,344-98.0% |