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 | $358,441 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $274,829 |
Form 5500 reported that benefits due were not provided when due.
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 | $105,232 | $52,346+101.0% | $143,757-26.8% | $78,044+34.8% |
| Participation rate | 96.1% | 72.7%+23.4pp | 80.3%+15.8pp | 74.4%+21.7pp |
| Annual return | -15.51% | -14.19%-1.3pp | -0.04%-15.5pp | 10.87%-26.4pp |
| Employer contribution / active EE | $4,786 | $2,131+124.6% | $4,951-3.3% | $3,125+53.2% |
| Participant deferral / active EE | $8,501 | $3,800+123.7% | $5,637+50.8% | $5,084+67.2% |
| Admin fee / account holder | $95 | $63+49.5% | $14,673-99.4% | $79+20.1% |