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 8-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 | $93,136 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,396 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $7,280 |
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 | $96,532 | $106,028-9.0% | $146,958-34.3% | $77,643+24.3% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 22.58% | 56.73%-34.1pp | 418.34%-395.8pp | 31.24%-8.7pp |
| Employer contribution / active EE | $7,335 | $4,063+80.5% | $4,933+48.7% | $2,726+169.1% |
| Participant deferral / active EE | $15,817 | $7,990+98.0% | $8,070+96.0% | $4,647+240.4% |
| Admin fee / account holder | $127 | $337-62.5% | $12,998-99.0% | $430-70.6% |