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 3-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 | $60,487 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,474 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,515 | $104,631-2.0% | $98,439+4.1% | $80,160+27.9% |
| Participation rate | 97.2% | 87.5%+9.7pp | 75.2%+22.1pp | 72.9%+24.3pp |
| Annual return | 323.32% | 34.72%+288.6pp | 21.16%+302.2pp | 40.38%+282.9pp |
| Employer contribution / active EE | $1,286 | $4,517-71.5% | $3,048-57.8% | $2,978-56.8% |
| Participant deferral / active EE | $4,222 | $6,545-35.5% | $4,738-10.9% | $5,017-15.9% |
| Admin fee / account holder | $18 | $105-82.8% | $8,948-99.8% | $145-87.6% |