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 | $42,666 |
Filed as: BANCO POPULAR Service code 49 · EIN 66-0561870 | Other Services | $10,190 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISOR INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,729 |
FINANXIAL, CORP.1 year Filed as: FINANXIAL LLC Service code 16 · EIN 66-0847107 | Consulting | $130 |
Participant contribution per participant 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 | $117,068 | $51,045+129.3% | $70,515+66.0% | $71,457+63.8% |
| Participation rate | 96.6% | 59.4%+37.2pp | 68.3%+28.3pp | 67.9%+28.7pp |
| Annual return | 20.23% | 42.63%-22.4pp | 32.77%-12.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $6,236 | $1,790+248.3% | $2,973+109.7% | $2,588+141.0% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,567-100.0% | $4,289-100.0% |
| Admin fee / account holder | $261 | $1,994-86.9% | $6,412-95.9% | $1,587-83.6% |