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 | $157,467 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $120,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,565 |
GRANT THORNTON LLP6 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,355 |
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 | $71,019 | $122,186-41.9% | $146,958-51.7% | $199,593-64.4% |
| Participation rate | 98.2% | 78.3%+19.9pp | 82.2%+16.0pp | 72.0%+26.2pp |
| Annual return | 19.17% | 30.56%-11.4pp | 418.34%-399.2pp | 34.25%-15.1pp |
| Employer contribution / active EE | $2,797 | $4,093-31.7% | $4,933-43.3% | $3,034-7.8% |
| Participant deferral / active EE | $13,365 | $8,502+57.2% | $8,070+65.6% | $5,087+162.7% |
| Admin fee / account holder | $151 | $179-15.4% | $12,998-98.8% | $269-43.7% |