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 5-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 | $90,322 |
Service code 10 · EIN 77-0573994 | Accounting | $22,356 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,080 |
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 | $70,144 | $89,808-21.9% | $100,391-30.1% | $77,643-9.7% |
| Participation rate | 86.1% | 81.2%+4.9pp | 81.5%+4.6pp | 70.6%+15.5pp |
| Annual return | 22.89% | 20.62%+2.3pp | 49.20%-26.3pp | 31.24%-8.4pp |
| Employer contribution / active EE | $1,435 | $3,039-52.8% | $3,942-63.6% | $2,726-47.4% |
| Participant deferral / active EE | $15,454 | $8,284+86.6% | $8,082+91.2% | $4,647+232.5% |
| Admin fee / account holder | $174 | $174-0.3% | $7,899-97.8% | $430-59.6% |