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 | $39,635 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,492 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,037 |
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 | $62,459 | $64,612-3.3% | $86,436-27.7% | $64,808-3.6% |
| Participation rate | 92.6% | 81.5%+11.1pp | 80.3%+12.3pp | 71.5%+21.1pp |
| Annual return | 305.35% | 0.66%+304.7pp | 4394.89%-4089.5pp | 32.82%+272.5pp |
| Employer contribution / active EE | $5,454 | $2,744+98.7% | $3,769+44.7% | $2,506+117.7% |
| Participant deferral / active EE | $10,738 | $7,497+43.2% | $6,952+54.5% | $4,310+149.1% |
| Admin fee / account holder | $107 | $169-36.8% | $6,731-98.4% | $188-43.1% |