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 9-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 | $12,063 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,674 |
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 | $57,099 | $34,677+64.7% | $77,024-25.9% | $64,808-11.9% |
| Participation rate | 83.2% | 49.8%+33.4pp | 67.9%+15.3pp | 71.5%+11.8pp |
| Annual return | -18.11% | -5.33%-12.8pp | 42.32%-60.4pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,476 | $1,370+80.7% | $2,812-11.9% | $2,506-1.2% |
| Participant deferral / active EE | $4,415 | $2,556+72.7% | $4,426-0.3% | $4,310+2.4% |
| Admin fee / account holder | $53 | $179-70.2% | $5,425-99.0% | $188-71.7% |