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 | $353,238 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $344,499 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,585 | $106,087+36.3% | $86,677+66.8% | $78,044+85.3% |
| Participation rate | 99.6% | 89.6%+10.0pp | 76.6%+23.0pp | 74.4%+25.1pp |
| Annual return | -18.17% | -14.87%-3.3pp | 35.91%-54.1pp | 10.87%-29.0pp |
| Employer contribution / active EE | $3,256 | $4,110-20.8% | $2,836+14.8% | $3,125+4.2% |
| Participant deferral / active EE | $8,443 | $6,851+23.2% | $4,656+81.4% | $5,084+66.1% |
| Admin fee / account holder | $70 | $81-13.9% | $7,493-99.1% | $79-11.4% |