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 8-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 | $47,706 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,335 |
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 | $61,277 | $106,110-42.3% | $147,005-58.3% | $77,671-21.1% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.5pp | 70.6%+26.0pp |
| Annual return | 17.01% | 56.77%-39.8pp | 418.76%-401.8pp | 31.21%-14.2pp |
| Employer contribution / active EE | $4,224 | $4,065+3.9% | $4,934-14.4% | $2,726+54.9% |
| Participant deferral / active EE | $13,809 | $7,992+72.8% | $8,070+71.1% | $4,648+197.1% |
| Admin fee / account holder | $50 | $338-85.1% | $13,006-99.6% | $430-88.3% |