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 | $175,261 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,670 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $46,000 |
LBMC, PC6 years Filed as: LBMC,PC Service code 10 · EIN 62-1199757 | Accounting | $16,800 |
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 | $104,026 | $57,610+80.6% | $154,803-32.8% | $102,872+1.1% |
| Participation rate | 88.2% | 59.5%+28.7pp | 78.1%+10.1pp | 73.0%+15.2pp |
| Annual return | 18.20% | 30.49%-12.3pp | 58.88%-40.7pp | 19.06%-0.9pp |
| Employer contribution / active EE | $2,558 | $1,883+35.9% | $4,305-40.6% | $3,526-27.4% |
| Participant deferral / active EE | $7,951 | $2,914+172.8% | $5,540+43.5% | $5,535+43.7% |
| Admin fee / account holder | $127 | $368-65.6% | $14,329-99.1% | $292-56.6% |