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 | $117,469 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,371 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,057 | $95,388+15.4% | $125,339-12.2% | $77,904+41.3% |
| Participation rate | 96.2% | 78.6%+17.6pp | 82.4%+13.9pp | 73.7%+22.6pp |
| Annual return | -20.28% | 116.19%-136.5pp | 572.05%-592.3pp | 12.21%-32.5pp |
| Employer contribution / active EE | $3,690 | $3,666+0.6% | $4,814-23.3% | $2,848+29.6% |
| Participant deferral / active EE | $11,892 | $7,711+54.2% | $7,446+59.7% | $4,806+147.5% |
| Admin fee / account holder | $76 | $119-35.9% | $10,010-99.2% | $133-42.5% |