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 27 · EIN 43-3764090 | Advisory (Plan) | $39,581 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $13,250 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$83,200 |
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 | $213,974 | $108,549+97.1% | $156,263+36.9% | $85,563+150.1% |
| Participation rate | 87.8% | 77.1%+10.7pp | 78.9%+8.8pp | 66.0%+21.8pp |
| Annual return | 15.47% | 21.79%-6.3pp | 59.47%-44.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $3,360 | $2,690+24.9% | $4,333-22.5% | $2,654+26.6% |
| Participant deferral / active EE | $9,379 | $4,800+95.4% | $6,158+52.3% | $4,375+114.4% |
| Admin fee / account holder | $162 | $650-75.1% | $14,255-98.9% | $834-80.6% |