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 | $112,120 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,711 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $37,500 |
ARMANINO LLP6 years Service code 10 · EIN 94-6214841 | Accounting | $23,205 |
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 | $113,434 | $107,459+5.6% | $135,903-16.5% | $80,160+41.5% |
| Participation rate | 95.4% | 78.0%+17.4pp | 81.9%+13.5pp | 72.9%+22.5pp |
| Annual return | 20.11% | 91.91%-71.8pp | 68.23%-48.1pp | 40.38%-20.3pp |
| Employer contribution / active EE | $2,988 | $3,877-22.9% | $4,856-38.5% | $2,978+0.3% |
| Participant deferral / active EE | $10,185 | $8,195+24.3% | $7,758+31.3% | $5,017+103.0% |
| Admin fee / account holder | $141 | $127+11.1% | $10,762-98.7% | $145-2.7% |