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 | $43,010 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,667 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,861 | $84,784+17.8% | $98,439+1.4% | $74,419+34.2% |
| Participation rate | 96.9% | 81.5%+15.4pp | 75.2%+21.8pp | 70.7%+26.2pp |
| Annual return | 16.17% | 20.59%-4.4pp | 21.16%-5.0pp | 34.38%-18.2pp |
| Employer contribution / active EE | $4,495 | $3,364+33.6% | $3,048+47.5% | $2,637+70.4% |
| Participant deferral / active EE | $7,661 | $5,218+46.8% | $4,738+61.7% | $4,528+69.2% |
| Admin fee / account holder | $134 | $204-34.4% | $8,948-98.5% | $348-61.4% |