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 | $218,768 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $175,860 |
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 | $112,104 | $130,141-13.9% | $86,677+29.3% | $77,904+43.9% |
| Participation rate | 78.4% | 85.9%-7.6pp | 76.6%+1.8pp | 73.7%+4.7pp |
| Annual return | -14.98% | -12.75%-2.2pp | 35.91%-50.9pp | 12.21%-27.2pp |
| Employer contribution / active EE | $4,092 | $3,220+27.1% | $2,836+44.3% | $2,848+43.7% |
| Participant deferral / active EE | $5,876 | $5,757+2.1% | $4,656+26.2% | $4,806+22.3% |
| Admin fee / account holder | $114 | $132-13.3% | $7,493-98.5% | $133-13.9% |