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 | $55,151 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,206 |
Form 5500 reported that benefits due were not provided when due.
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 | $211,269 | $95,274+121.7% | $135,903+55.5% | $74,419+183.9% |
| Participation rate | 96.2% | 78.2%+18.1pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 32.92% | 32.77%+0.2pp | 68.23%-35.3pp | 34.38%-1.5pp |
| Employer contribution / active EE | $11,246 | $3,874+190.3% | $4,856+131.6% | $2,637+326.4% |
| Participant deferral / active EE | $14,975 | $7,782+92.4% | $7,758+93.0% | $4,528+230.7% |
| Admin fee / account holder | $86 | $266-67.8% | $10,762-99.2% | $348-75.4% |