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 | $12,098 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,563 |
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 | $55,309 | $45,031+22.8% | $84,966-34.9% | $77,643-28.8% |
| Participation rate | 89.8% | 48.7%+41.1pp | 67.5%+22.3pp | 70.6%+19.2pp |
| Annual return | 13.44% | 79.22%-65.8pp | 66.38%-52.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,904 | $1,609+18.3% | $2,727-30.2% | $2,726-30.2% |
| Participant deferral / active EE | $3,141 | $2,807+11.9% | $4,519-30.5% | $4,647-32.4% |
| Admin fee / account holder | $42 | $912-95.3% | $6,149-99.3% | $430-90.1% |