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 | $61,853 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,513 |
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 | $120,324 | $81,908+46.9% | $90,749+32.6% | $64,808+85.7% |
| Participation rate | 94.9% | 80.5%+14.4pp | 75.7%+19.2pp | 71.5%+23.4pp |
| Annual return | -11.71% | -12.53%+0.8pp | -12.16%+0.4pp | 32.82%-44.5pp |
| Employer contribution / active EE | $5,500 | $3,065+79.4% | $2,921+88.3% | $2,506+119.5% |
| Participant deferral / active EE | $9,099 | $4,840+88.0% | $4,564+99.4% | $4,310+111.1% |
| Admin fee / account holder | $184 | $157+17.4% | $8,445-97.8% | $188-1.8% |