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 | $157,880 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,415 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $55,000 |
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 | $123,861 | $107,459+15.3% | $135,903-8.9% | $80,160+54.5% |
| Participation rate | 95.0% | 78.0%+16.9pp | 81.9%+13.0pp | 72.9%+22.0pp |
| Annual return | 20.03% | 91.91%-71.9pp | 68.23%-48.2pp | 40.38%-20.3pp |
| Employer contribution / active EE | $1,738 | $3,877-55.2% | $4,856-64.2% | $2,978-41.6% |
| Participant deferral / active EE | $8,438 | $8,195+3.0% | $7,758+8.8% | $5,017+68.2% |
| Admin fee / account holder | $115 | $127-9.1% | $10,762-98.9% | $145-20.4% |