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 | $81,430 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,278 |
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 | $54,883 | $95,274-42.4% | $135,903-59.6% | $74,419-26.3% |
| Participation rate | 97.5% | 78.2%+19.3pp | 81.9%+15.6pp | 70.7%+26.7pp |
| Annual return | 30.62% | 32.77%-2.2pp | 68.23%-37.6pp | 34.38%-3.8pp |
| Employer contribution / active EE | $7,521 | $3,874+94.1% | $4,856+54.9% | $2,637+185.2% |
| Participant deferral / active EE | $16,179 | $7,782+107.9% | $7,758+108.5% | $4,528+257.3% |
| Admin fee / account holder | $84 | $266-68.4% | $10,762-99.2% | $348-75.8% |