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 10-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 | $93,845 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,463 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,895 | $59,054+48.8% | $97,167-9.5% | $77,671+13.2% |
| Participation rate | 93.3% | 67.9%+25.4pp | 72.7%+20.6pp | 70.6%+22.7pp |
| Annual return | 13.46% | 16.96%-3.5pp | 75.27%-61.8pp | 31.21%-17.7pp |
| Employer contribution / active EE | $2,891 | $1,742+66.0% | $2,729+5.9% | $2,726+6.0% |
| Participant deferral / active EE | $5,762 | $3,930+46.6% | $4,264+35.1% | $4,648+24.0% |
| Admin fee / account holder | $110 | $346-68.1% | $5,650-98.0% | $430-74.4% |