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 | $474,105 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,595 |
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 | $47,295 | $45,365+4.3% | $58,482-19.1% | $96,393-50.9% |
| Participation rate | 28.1% | 30.9%-2.8pp | 50.9%-22.7pp | 71.3%-43.2pp |
| Annual return | 18.44% | 20.48%-2.0pp | 4239.32%-4220.9pp | 22.88%-4.4pp |
| Employer contribution / active EE | $669 | $584+14.4% | $1,053-36.5% | $3,238-79.4% |
| Participant deferral / active EE | $1,248 | $1,304-4.3% | $1,924-35.1% | $5,455-77.1% |
| Admin fee / account holder | $75 | $74+1.4% | $2,516-97.0% | $74+1.9% |