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 | $42,625 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,583 |
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 | $78,808 | $100,227-21.4% | $169,993-53.6% | $74,419+5.9% |
| Participation rate | 96.4% | 87.3%+9.0pp | 87.0%+9.4pp | 70.7%+25.6pp |
| Annual return | 20.21% | 66.08%-45.9pp | 53.37%-33.2pp | 34.38%-14.2pp |
| Employer contribution / active EE | $3,392 | $4,263-20.4% | $6,785-50.0% | $2,637+28.6% |
| Participant deferral / active EE | $6,448 | $7,143-9.7% | $10,408-38.0% | $4,528+42.4% |
| Admin fee / account holder | $107 | $234-54.4% | $12,815-99.2% | $348-69.3% |