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 5-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 | $103,110 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,521 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $52,849 | $122,293-56.8% | $156,181-66.2% | $103,975-49.2% |
| Participation rate | 90.2% | 78.8%+11.4pp | 78.8%+11.4pp | 72.5%+17.7pp |
| Annual return | 22.09% | 21.63%+0.5pp | 64.87%-42.8pp | 19.41%+2.7pp |
| Employer contribution / active EE | $2,526 | $4,569-44.7% | $4,294-41.2% | $3,722-32.2% |
| Participant deferral / active EE | $4,899 | $5,548-11.7% | $6,132-20.1% | $5,343-8.3% |
| Admin fee / account holder | $34 | $125-72.9% | $14,586-99.8% | $332-89.8% |