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 | $19,582 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,359 |
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).
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 | $56,876 | $84,784-32.9% | $98,439-42.2% | $74,419-23.6% |
| Participation rate | 94.1% | 81.5%+12.6pp | 75.2%+19.0pp | 70.7%+23.4pp |
| Annual return | 14.15% | 20.59%-6.4pp | 21.16%-7.0pp | 34.38%-20.2pp |
| Employer contribution / active EE | $1,280 | $3,364-62.0% | $3,048-58.0% | $2,637-51.5% |
| Participant deferral / active EE | $4,195 | $5,218-19.6% | $4,738-11.5% | $4,528-7.4% |
| Admin fee / account holder | $75 | $204-63.1% | $8,948-99.2% | $348-78.3% |