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 4-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 | $8,135 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,584 |
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 | $47,057 | $49,693-5.3% | $70,515-33.3% | $74,419-36.8% |
| Participation rate | 98.5% | 64.7%+33.8pp | 68.3%+30.2pp | 70.7%+27.8pp |
| Annual return | 24.07% | 21.22%+2.9pp | 32.77%-8.7pp | 34.38%-10.3pp |
| Employer contribution / active EE | $7,708 | $1,773+334.7% | $2,973+159.2% | $2,637+192.3% |
| Participant deferral / active EE | $7,705 | $3,376+128.3% | $4,567+68.7% | $4,528+70.2% |
| Admin fee / account holder | $38 | $316-88.0% | $6,412-99.4% | $348-89.1% |