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 | $16,094 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,991 |
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 | $55,748 | $106,028-47.4% | $146,958-62.1% | $77,643-28.2% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 33.17% | 56.73%-23.6pp | 418.34%-385.2pp | 31.24%+1.9pp |
| Employer contribution / active EE | $2,068 | $4,063-49.1% | $4,933-58.1% | $2,726-24.1% |
| Participant deferral / active EE | $16,107 | $7,990+101.6% | $8,070+99.6% | $4,647+246.6% |
| Admin fee / account holder | $65 | $337-80.6% | $12,998-99.5% | $430-84.8% |