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 | $75,541 |
ABG PORTFOLIO STRATEGIES, INC.4+ years Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $49,517 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,317 |
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 | $63,499 | $106,028-40.1% | $146,958-56.8% | $77,643-18.2% |
| Participation rate | 70.5% | 78.4%-7.9pp | 82.2%-11.7pp | 70.6%-0.1pp |
| Annual return | 42.58% | 56.73%-14.2pp | 418.34%-375.8pp | 31.24%+11.3pp |
| Employer contribution / active EE | $2,565 | $4,063-36.9% | $4,933-48.0% | $2,726-5.9% |
| Participant deferral / active EE | $6,616 | $7,990-17.2% | $8,070-18.0% | $4,647+42.4% |
| Admin fee / account holder | $256 | $337-24.0% | $12,998-98.0% | $430-40.4% |