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 | $63,839 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $50,055 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,968 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $16,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,240 | $78,275+318.1% | $109,143+199.8% | $86,799+277.0% |
| Participation rate | 94.6% | 73.8%+20.8pp | 75.9%+18.7pp | 72.3%+22.3pp |
| Annual return | 16.93% | 19.14%-2.2pp | 25.75%-8.8pp | 97.91%-81.0pp |
| Employer contribution / active EE | $12,876 | $3,105+314.7% | $3,722+245.9% | $2,405+435.3% |
| Participant deferral / active EE | $10,637 | $3,641+192.2% | $4,653+128.6% | $4,131+157.5% |
| Admin fee / account holder | $262 | $198+31.9% | $6,752-96.1% | $170+54.4% |