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 13 · EIN 42-0127290 | Contract Administrator | $362,377 |
INVESCO3 years Filed as: CAPITAL STRATEGIES INVES Service code 27 · EIN 26-4789150 | Advisory (Plan) | $74,962 |
RUBINBROWN LLP4 years Service code 10 · EIN 43-1755727 | Accounting | $35,100 |
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 | $110,594 | $110,299+0.3% | $102,423+8.0% | $199,593-44.6% |
| Participation rate | 94.8% | 86.3%+8.5pp | 76.5%+18.3pp | 72.0%+22.8pp |
| Annual return | 14.27% | 35.73%-21.5pp | 29.32%-15.0pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,599 | $3,603-27.9% | $3,023-14.0% | $3,034-14.3% |
| Participant deferral / active EE | $7,921 | $6,376+24.2% | $5,053+56.8% | $5,087+55.7% |
| Admin fee / account holder | $134 | $122+9.8% | $9,451-98.6% | $269-50.1% |