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 | $45,265 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,915 |
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 | $105,455 | $92,055+14.6% | $106,213-0.7% | $77,643+35.8% |
| Participation rate | 96.5% | 81.0%+15.4pp | 75.3%+21.2pp | 70.6%+25.9pp |
| Annual return | 13.90% | 17.91%-4.0pp | 116.14%-102.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $4,092 | $3,367+21.5% | $3,171+29.0% | $2,726+50.1% |
| Participant deferral / active EE | $8,395 | $5,386+55.9% | $5,016+67.4% | $4,647+80.6% |
| Admin fee / account holder | $145 | $219-33.8% | $11,033-98.7% | $430-66.3% |