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 | $50,858 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,156 |
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 | $153,461 | $99,078+54.9% | $96,544+59.0% | $74,419+106.2% |
| Participation rate | 98.6% | 80.7%+17.9pp | 76.0%+22.7pp | 70.7%+27.9pp |
| Annual return | 20.40% | 22.48%-2.1pp | 25.84%-5.4pp | 34.38%-14.0pp |
| Employer contribution / active EE | $5,854 | $2,570+127.8% | $2,965+97.4% | $2,637+122.0% |
| Participant deferral / active EE | $14,608 | $4,933+196.1% | $4,851+201.1% | $4,528+222.6% |
| Admin fee / account holder | $127 | $225-43.6% | $8,252-98.5% | $348-63.6% |