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 | $59,154 |
Filed as: CONTRARY INVESTMENT ADVISORS LLC Service code 27 · EIN 26-4436081 | Advisory (Plan) | $30,505 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,305 |
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 | $85,147 | $106,028-19.7% | $146,958-42.1% | $77,643+9.7% |
| Participation rate | 84.7% | 78.4%+6.4pp | 82.2%+2.6pp | 70.6%+14.2pp |
| Annual return | 54.58% | 56.73%-2.2pp | 418.34%-363.8pp | 31.24%+23.3pp |
| Employer contribution / active EE | $6,448 | $4,063+58.7% | $4,933+30.7% | $2,726+136.6% |
| Participant deferral / active EE | $10,339 | $7,990+29.4% | $8,070+28.1% | $4,647+122.5% |
| Admin fee / account holder | $160 | $337-52.5% | $12,998-98.8% | $430-62.8% |