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 7-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 | $139,534 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,614 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,164 | $128,056-78.8% | $146,958-81.5% | $106,382-74.5% |
| Participation rate | 84.7% | 67.2%+17.5pp | 82.2%+2.6pp | 69.9%+14.9pp |
| Annual return | 19.77% | 17.89%+1.9pp | 418.34%-398.6pp | 17.37%+2.4pp |
| Employer contribution / active EE | $1,707 | $3,384-49.5% | $4,933-65.4% | $3,364-49.2% |
| Participant deferral / active EE | $4,754 | $7,674-38.1% | $8,070-41.1% | $5,569-14.6% |
| Admin fee / account holder | $14 | $89-84.2% | $12,998-99.9% | $79-82.3% |