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 | $56,036 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,518 |
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 | $48,794 | $84,000-41.9% | $119,609-59.2% | $77,904-37.4% |
| Participation rate | 92.4% | 77.8%+14.5pp | 79.3%+13.1pp | 73.7%+18.7pp |
| Annual return | -14.99% | -11.59%-3.4pp | -14.97%0pp | 12.21%-27.2pp |
| Employer contribution / active EE | $1,157 | $2,907-60.2% | $4,232-72.7% | $2,848-59.4% |
| Participant deferral / active EE | $4,630 | $4,705-1.6% | $5,602-17.4% | $4,806-3.7% |
| Admin fee / account holder | $32 | $116-72.4% | $10,323-99.7% | $133-75.9% |