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 8-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 | $34,967 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,130 |
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 | $57,254 | $69,477-17.6% | $94,646-39.5% | $71,457-19.9% |
| Participation rate | 90.0% | 78.4%+11.6pp | 80.8%+9.2pp | 67.9%+22.1pp |
| Annual return | 44.38% | 29.66%+14.7pp | 156.71%-112.3pp | 28.85%+15.5pp |
| Employer contribution / active EE | $2,613 | $2,853-8.4% | $3,672-28.8% | $2,588+1.0% |
| Participant deferral / active EE | $11,219 | $7,345+52.7% | $7,418+51.2% | $4,289+161.6% |
| Admin fee / account holder | $157 | $1,210-87.0% | $7,231-97.8% | $1,587-90.1% |