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 | $75,435 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,565 |
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 | $106,473 | $91,372+16.5% | $129,995-18.1% | $74,419+43.1% |
| Participation rate | 99.3% | 77.8%+21.5pp | 78.5%+20.8pp | 70.7%+28.6pp |
| Annual return | 19.13% | 23.21%-4.1pp | -137.18%+156.3pp | 34.38%-15.2pp |
| Employer contribution / active EE | $4,362 | $2,563+70.2% | $4,320+1.0% | $2,637+65.4% |
| Participant deferral / active EE | $10,227 | $4,721+116.6% | $5,820+75.7% | $4,528+125.9% |
| Admin fee / account holder | $107 | $283-62.3% | $10,614-99.0% | $348-69.3% |