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 7-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 | $20,168 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $54,105 | $64,286-15.8% | $90,951-40.5% | $73,409-26.3% |
| Participation rate | 62.7% | 63.6%-0.9pp | 69.0%-6.3pp | 72.2%-9.5pp |
| Annual return | 14.98% | 21.45%-6.5pp | 134.60%-119.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $584 | $895-34.7% | $2,122-72.5% | $2,234-73.9% |
| Participant deferral / active EE | $2,183 | $2,453-11.0% | $3,373-35.3% | $3,805-42.6% |
| Admin fee / account holder | $67 | $287-76.8% | $5,959-98.9% | $158-57.8% |