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 | $15,272 |
CITRIN COOPERMAN4 years Service code 10 · EIN 22-2428965 | Accounting | $12,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,042 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $216,719 | $100,801+115.0% | $149,696+44.8% | $73,409+195.2% |
| Participation rate | 90.0% | 77.7%+12.3pp | 82.5%+7.5pp | 72.2%+17.8pp |
| Annual return | 12.60% | 265.34%-252.7pp | 276.60%-264.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $11,688 | $3,312+252.9% | $4,644+151.7% | $2,234+423.3% |
| Participant deferral / active EE | $4,643 | $6,404-27.5% | $6,842-32.1% | $3,805+22.0% |
| Admin fee / account holder | $34 | $181-81.2% | $9,309-99.6% | $158-78.5% |