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 | $139,389 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $84,164 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,687 |
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 | $62,854 | $46,292+35.8% | $143,757-56.3% | $64,808-3.0% |
| Participation rate | 95.4% | 64.2%+31.2pp | 80.3%+15.1pp | 71.5%+23.9pp |
| Annual return | -15.07% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $4,038 | $1,910+111.4% | $4,951-18.4% | $2,506+61.1% |
| Participant deferral / active EE | $4,780 | $2,646+80.7% | $5,637-15.2% | $4,310+10.9% |
| Admin fee / account holder | $202 | $154+31.2% | $14,673-98.6% | $188+7.5% |