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 27 · EIN 43-1451524 | Advisory (Plan) | $89,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,830 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,158 |
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 | $81,598 | $103,918-21.5% | $94,646-13.8% | $80,160+1.8% |
| Participation rate | 96.8% | 85.8%+11.0pp | 80.8%+16.0pp | 72.9%+23.9pp |
| Annual return | 179.83% | 27.77%+152.1pp | 156.71%+23.1pp | 40.38%+139.4pp |
| Employer contribution / active EE | $4,183 | $3,539+18.2% | $3,672+13.9% | $2,978+40.5% |
| Participant deferral / active EE | $11,112 | $9,528+16.6% | $7,418+49.8% | $5,017+121.5% |
| Admin fee / account holder | $119 | $96+23.4% | $7,231-98.4% | $145-17.9% |