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 | $23,097 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,323 |
Form 5500 reported that benefits due were not provided when due.
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 | $49,610 | $47,126+5.3% | $149,673-66.9% | $74,419-33.3% |
| Participation rate | 95.1% | 63.4%+31.7pp | 78.8%+16.3pp | 70.7%+24.3pp |
| Annual return | 19.09% | 22.75%-3.7pp | 134.42%-115.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $2,772 | $1,905+45.5% | $4,818-42.5% | $2,637+5.1% |
| Participant deferral / active EE | $4,999 | $2,728+83.3% | $5,680-12.0% | $4,528+10.4% |
| Admin fee / account holder | $56 | $343-83.6% | $13,210-99.6% | $348-83.8% |