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 | $35,738 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,776 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,190 | $86,897-25.0% | $151,611-57.0% | $64,808+0.6% |
| Participation rate | 96.0% | 87.3%+8.7pp | 87.5%+8.5pp | 71.5%+24.6pp |
| Annual return | -18.22% | -3.57%-14.7pp | 3.33%-21.6pp | 32.82%-51.0pp |
| Employer contribution / active EE | $3,033 | $4,010-24.4% | $6,166-50.8% | $2,506+21.0% |
| Participant deferral / active EE | $6,057 | $6,690-9.5% | $8,363-27.6% | $4,310+40.5% |
| Admin fee / account holder | $100 | $153-34.8% | $11,616-99.1% | $188-46.9% |