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 | $175,228 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,573 |
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 | $86,797 | $122,186-29.0% | $146,958-40.9% | $199,593-56.5% |
| Participation rate | 95.5% | 78.3%+17.2pp | 82.2%+13.4pp | 72.0%+23.6pp |
| Annual return | 25.15% | 30.56%-5.4pp | 418.34%-393.2pp | 34.25%-9.1pp |
| Employer contribution / active EE | $2,265 | $4,093-44.7% | $4,933-54.1% | $3,034-25.3% |
| Participant deferral / active EE | $22,786 | $8,502+168.0% | $8,070+182.4% | $5,087+348.0% |
| Admin fee / account holder | $60 | $179-66.5% | $12,998-99.5% | $269-77.7% |