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 | $26,153 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,392 |
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 | $71,908 | $104,697-31.3% | $96,544-25.5% | $80,160-10.3% |
| Participation rate | 99.9% | 86.4%+13.5pp | 76.0%+24.0pp | 72.9%+27.0pp |
| Annual return | 32.93% | 21.78%+11.1pp | 25.84%+7.1pp | 40.38%-7.5pp |
| Employer contribution / active EE | $11,769 | $3,536+232.8% | $2,965+296.9% | $2,978+295.2% |
| Participant deferral / active EE | $14,120 | $6,188+128.2% | $4,851+191.1% | $5,017+181.4% |
| Admin fee / account holder | $33 | $107-69.2% | $8,252-99.6% | $145-77.3% |