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 | $105,589 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,996 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $26,250 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $14,317 |
Service code 16 · EIN 35-2552359 | Consulting | $3,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,574 | $101,523-9.8% | $141,162-35.1% | $77,787+17.7% |
| Participation rate | 94.3% | 77.4%+17.0pp | 82.5%+11.9pp | 73.2%+21.1pp |
| Annual return | 35.04% | 56.22%-21.2pp | 71.39%-36.4pp | 32.57%+2.5pp |
| Employer contribution / active EE | $2,464 | $3,341-26.2% | $4,735-48.0% | $2,504-1.6% |
| Participant deferral / active EE | $7,846 | $6,434+22.0% | $6,709+17.0% | $3,967+97.8% |
| Admin fee / account holder | $135 | $92+47.6% | $10,261-98.7% | $100+35.0% |