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 | $114,613 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,672 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $25,000 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $17,703 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $5,000 |
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 | $109,500 | $127,481-14.1% | $149,696-26.9% | $90,288+21.3% |
| Participation rate | 94.0% | 78.2%+15.8pp | 82.5%+11.5pp | 73.4%+20.6pp |
| Annual return | 19.03% | 57.78%-38.8pp | 276.60%-257.6pp | 53.97%-34.9pp |
| Employer contribution / active EE | $2,675 | $3,448-22.4% | $4,644-42.4% | $2,524+6.0% |
| Participant deferral / active EE | $8,976 | $6,975+28.7% | $6,842+31.2% | $4,232+112.1% |
| Admin fee / account holder | $147 | $152-2.8% | $9,309-98.4% | $114+29.2% |