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 | $60,139 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,366 | $110,299-53.4% | $102,423-49.8% | $199,593-74.3% |
| Participation rate | 69.9% | 86.3%-16.3pp | 76.5%-6.5pp | 72.0%-2.0pp |
| Annual return | 22.43% | 35.73%-13.3pp | 29.32%-6.9pp | 34.25%-11.8pp |
| Employer contribution / active EE | $1,882 | $3,603-47.8% | $3,023-37.8% | $3,034-38.0% |
| Participant deferral / active EE | $3,757 | $6,376-41.1% | $5,053-25.6% | $5,087-26.1% |
| Admin fee / account holder | $69 | $122-43.8% | $9,451-99.3% | $269-74.4% |