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 | $41,238 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,214 |
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 | $71,253 | $79,013-9.8% | $100,391-29.0% | $74,495-4.4% |
| Participation rate | 92.5% | 79.5%+13.0pp | 81.5%+11.0pp | 67.2%+25.3pp |
| Annual return | 17.05% | 20.41%-3.4pp | 49.20%-32.2pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,721 | $3,021+23.2% | $3,942-5.6% | $2,623+41.9% |
| Participant deferral / active EE | $17,270 | $7,760+122.6% | $8,082+113.7% | $4,346+297.4% |
| Admin fee / account holder | $197 | $1,320-85.1% | $7,899-97.5% | $1,942-89.9% |