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 | $130,593 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $75,290 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,810 |
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 | $68,583 | $47,126+45.5% | $149,673-54.2% | $74,419-7.8% |
| Participation rate | 95.0% | 63.4%+31.6pp | 78.8%+16.3pp | 70.7%+24.3pp |
| Annual return | 16.10% | 22.75%-6.7pp | 134.42%-118.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $4,060 | $1,905+113.1% | $4,818-15.7% | $2,637+53.9% |
| Participant deferral / active EE | $5,160 | $2,728+89.2% | $5,680-9.2% | $4,528+14.0% |
| Admin fee / account holder | $176 | $343-48.7% | $13,210-98.7% | $348-49.4% |