Filed January 23, 2025
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 | $515,779 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $111,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,541 | $41,203-1.6% | $61,373-33.9% | $89,394-54.6% |
| Participation rate | 27.9% | 35.4%-7.5pp | 52.6%-24.7pp | 71.3%-43.4pp |
| Annual return | -16.92% | -14.63%-2.3pp | 338.61%-355.5pp | -11.89%-5.0pp |
| Employer contribution / active EE | $568 | $603-5.8% | $1,159-51.0% | $3,022-81.2% |
| Participant deferral / active EE | $1,091 | $1,367-20.2% | $2,125-48.7% | $5,123-78.7% |
| Admin fee / account holder | $79 | $74+7.4% | $2,130-96.3% | $79-0.5% |