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 | $22,123 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,195 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,553 | $81,357-60.0% | $75,972-57.2% | $199,593-83.7% |
| Participation rate | 97.2% | 69.9%+27.3pp | 69.1%+28.1pp | 72.0%+25.2pp |
| Annual return | 35.35% | 16.32%+19.0pp | 359.55%-324.2pp | 34.25%+1.1pp |
| Employer contribution / active EE | $412 | $3,341-87.7% | $2,685-84.6% | $3,034-86.4% |
| Participant deferral / active EE | $9,044 | $4,710+92.0% | $4,255+112.5% | $5,087+77.8% |
| Admin fee / account holder | $22 | $144-84.4% | $6,467-99.7% | $269-91.6% |