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 7-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 | $36,715 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,331 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,971 | $95,274-15.0% | $135,903-40.4% | $74,419+8.8% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.0pp |
| Annual return | 23.70% | 32.77%-9.1pp | 68.23%-44.5pp | 34.38%-10.7pp |
| Employer contribution / active EE | $10,069 | $3,874+159.9% | $4,856+107.3% | $2,637+281.8% |
| Participant deferral / active EE | $10,568 | $7,782+35.8% | $7,758+36.2% | $4,528+133.4% |
| Admin fee / account holder | $103 | $266-61.2% | $10,762-99.0% | $348-70.3% |