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 | $41,269 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1 |
Filed as: CAUSEWAY INTL VAL IS - SS&C GIDS, I Service code 60 2000 CROWN COLONY DRIVE · QUINCY, MA 02169 | Sub-TA Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: TRP GRTH STOCK ADV - T.ROWE PRICE S Service code 60 · EIN 52-2269240 | Sub-TA Fees | $0 |
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 | $57,957 | $95,274-39.2% | $135,903-57.4% | $74,419-22.1% |
| Participation rate | 80.3% | 78.2%+2.2pp | 81.9%-1.6pp | 70.7%+9.6pp |
| Annual return | 40.45% | 32.77%+7.7pp | 68.23%-27.8pp | 34.38%+6.1pp |
| Employer contribution / active EE | $3,661 | $3,874-5.5% | $4,856-24.6% | $2,637+38.8% |
| Participant deferral / active EE | $9,087 | $7,782+16.8% | $7,758+17.1% | $4,528+100.7% |
| Admin fee / account holder | $108 | $266-59.3% | $10,762-99.0% | $348-68.9% |