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 | $33,725 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,062 |
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 | $72,386 | $99,957-27.6% | $149,696-51.6% | $73,488-1.5% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 26.74% | 53.87%-27.1pp | 276.60%-249.9pp | 28.51%-1.8pp |
| Employer contribution / active EE | $2,549 | $3,191-20.1% | $4,644-45.1% | $2,270+12.3% |
| Participant deferral / active EE | $9,292 | $6,073+53.0% | $6,842+35.8% | $3,740+148.5% |
| Admin fee / account holder | $187 | $551-66.0% | $9,309-98.0% | $513-63.5% |