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 | $96,134 |
GATEWAY ADVISORY, LLC1 year Filed as: GATEWAY ADVISORY LLC Service code 27 · EIN 27-1678306 | Advisory (Plan) | $62,174 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,181 |
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 | $49,853 | $88,874-43.9% | $123,544-59.6% | $75,289-33.8% |
| Participation rate | 85.4% | 75.9%+9.5pp | 82.3%+3.1pp | 72.4%+13.0pp |
| Annual return | 111.66% | 4.22%+107.4pp | 119.20%-7.5pp | -0.04%+111.7pp |
| Employer contribution / active EE | $1,064 | $3,256-67.3% | $4,628-77.0% | $2,405-55.8% |
| Participant deferral / active EE | $5,590 | $6,174-9.5% | $6,426-13.0% | $3,739+49.5% |
| Admin fee / account holder | $140 | $95+48.1% | $9,284-98.5% | $102+36.8% |