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 | $33,360 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,886 |
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 | $101,918 | $89,248+14.2% | $136,007-25.1% | $74,495+36.8% |
| Participation rate | 88.0% | 69.4%+18.6pp | 76.5%+11.5pp | 67.2%+20.8pp |
| Annual return | 24.49% | 22.76%+1.7pp | 579.32%-554.8pp | 1364.94%-1340.5pp |
| Employer contribution / active EE | $10,202 | $2,838+259.5% | $4,217+142.0% | $2,623+288.9% |
| Participant deferral / active EE | $15,746 | $4,598+242.5% | $7,025+124.2% | $4,346+262.3% |
| Admin fee / account holder | $194 | $1,545-87.4% | $6,858-97.2% | $1,942-90.0% |