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 | $111,072-52.4% | $156,263-66.2% | $102,872-48.6% |
| Participation rate | 90.2% | 80.1%+10.1pp | 78.9%+11.3pp | 73.0%+17.2pp |
| Annual return | 22.09% | 16.98%+5.1pp | 59.47%-37.4pp | 19.06%+3.0pp |
| Employer contribution / active EE | $2,526 | $4,017-37.1% | $4,333-41.7% | $3,526-28.4% |
| Participant deferral / active EE | $4,899 | $5,455-10.2% | $6,158-20.4% | $5,535-11.5% |
| Admin fee / account holder | $34 | $120-71.8% | $14,255-99.8% | $292-88.4% |