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 | $526,808 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $490,872 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $43,081 |
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 | $95,948 | $37,542+155.6% | $89,391+7.3% | $93,223+2.9% |
| Participation rate | 96.3% | 36.7%+59.6pp | 68.0%+28.3pp | 74.9%+21.4pp |
| Annual return | 18.08% | 16.65%+1.4pp | 245.62%-227.5pp | 19.29%-1.2pp |
| Employer contribution / active EE | $1,724 | $644+167.9% | $2,586-33.3% | $2,680-35.7% |
| Participant deferral / active EE | $11,027 | $1,684+554.7% | $3,890+183.5% | $4,563+141.7% |
| Admin fee / account holder | $80 | $107-24.8% | $4,881-98.4% | $79+1.5% |