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 | $60,853 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,294 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,424 | $99,957+156.5% | $149,696+71.3% | $73,488+248.9% |
| Participation rate | 95.0% | 75.7%+19.3pp | 82.5%+12.5pp | 70.7%+24.3pp |
| Annual return | 18.41% | 53.87%-35.5pp | 276.60%-258.2pp | 28.51%-10.1pp |
| Employer contribution / active EE | $10,217 | $3,191+220.2% | $4,644+120.0% | $2,270+350.1% |
| Participant deferral / active EE | $29,021 | $6,073+377.9% | $6,842+324.2% | $3,740+676.1% |
| Admin fee / account holder | $170 | $551-69.2% | $9,309-98.2% | $513-66.9% |