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 | $19,415 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,700 |
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 | $73,205 | $50,820+44.0% | $155,567-52.9% | $77,671-5.7% |
| Participation rate | 87.3% | 63.1%+24.2pp | 78.2%+9.1pp | 70.6%+16.7pp |
| Annual return | 15.97% | 34.85%-18.9pp | 64.74%-48.8pp | 31.21%-15.2pp |
| Employer contribution / active EE | $1,371 | $1,993-31.2% | $4,674-70.7% | $2,726-49.7% |
| Participant deferral / active EE | $5,298 | $2,823+87.7% | $5,628-5.9% | $4,648+14.0% |
| Admin fee / account holder | $36 | $436-91.8% | $15,916-99.8% | $430-91.7% |