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 | $51,202 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,067 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,501 | $71,516+95.1% | $98,439+41.7% | $71,457+95.2% |
| Participation rate | 76.1% | 72.7%+3.4pp | 75.2%+0.9pp | 67.9%+8.2pp |
| Annual return | -92.20% | 32.41%-124.6pp | 21.16%-113.4pp | 28.85%-121.0pp |
| Employer contribution / active EE | $23,959 | $2,399+898.8% | $3,048+686.1% | $2,588+825.9% |
| Participant deferral / active EE | $16,416 | $4,109+299.5% | $4,738+246.5% | $4,289+282.8% |
| Admin fee / account holder | $463 | $1,675-72.4% | $8,948-94.8% | $1,587-70.8% |