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 5-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 | $161,649 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,715 |
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 | $51,032 | $114,195-55.3% | $106,548-52.1% | $93,030-45.1% |
| Participation rate | 99.3% | 86.4%+12.9pp | 76.1%+23.2pp | 73.9%+25.4pp |
| Annual return | 0.00% | 22.18%-22.2pp | 26.80%-26.8pp | 158.70%-158.7pp |
| Employer contribution / active EE | $7,796 | $4,009+94.5% | $2,819+176.6% | $2,706+188.1% |
| Participant deferral / active EE | $8,915 | $5,908+50.9% | $4,398+102.7% | $4,562+95.4% |
| Admin fee / account holder | $59 | $105-43.6% | $7,407-99.2% | $152-61.1% |