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 | $70,531 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,962 |
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 | $83,868 | $106,028-20.9% | $146,958-42.9% | $77,643+8.0% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 22.07% | 56.73%-34.7pp | 418.34%-396.3pp | 31.24%-9.2pp |
| Employer contribution / active EE | $7,746 | $4,063+90.7% | $4,933+57.0% | $2,726+184.2% |
| Participant deferral / active EE | $17,850 | $7,990+123.4% | $8,070+121.2% | $4,647+284.1% |
| Admin fee / account holder | $93 | $337-72.6% | $12,998-99.3% | $430-78.5% |