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 5-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 | $18,364 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,971 |
MERCER1 year Filed as: MERCER US INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $5,000 |
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 | $39,120 | $130,141-69.9% | $86,677-54.9% | $77,904-49.8% |
| Participation rate | 99.7% | 85.9%+13.8pp | 76.6%+23.2pp | 73.7%+26.1pp |
| Annual return | -12.37% | -12.75%+0.4pp | 35.91%-48.3pp | 12.21%-24.6pp |
| Employer contribution / active EE | $9,708 | $3,220+201.5% | $2,836+242.3% | $2,848+240.9% |
| Participant deferral / active EE | $11,546 | $5,757+100.5% | $4,656+148.0% | $4,806+140.2% |
| Admin fee / account holder | $23 | $132-82.9% | $7,493-99.7% | $133-83.0% |