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 | $18,313 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,015 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,853 | $50,982+68.4% | $154,803-44.5% | $85,563+0.3% |
| Participation rate | 89.6% | 59.8%+29.8pp | 78.1%+11.5pp | 66.0%+23.6pp |
| Annual return | 22.61% | 30.35%-7.7pp | 58.88%-36.3pp | 31.51%-8.9pp |
| Employer contribution / active EE | $1,442 | $1,708-15.6% | $4,305-66.5% | $2,654-45.7% |
| Participant deferral / active EE | $5,518 | $2,474+123.0% | $5,540-0.4% | $4,375+26.1% |
| Admin fee / account holder | $36 | $846-95.8% | $14,329-99.8% | $834-95.7% |