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 | $139,582 |
GATEWAY ADVISORY, LLC4 years Filed as: GATEWAY ADVISORY LLC Service code 27 · EIN 27-1678306 | Advisory (Plan) | $60,000 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $12,420 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,290 |
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 | $74,855 | $104,317-28.2% | $159,436-53.1% | $86,799-13.8% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.8%+10.1pp | 72.3%+20.6pp |
| Annual return | 15.59% | 26.32%-10.7pp | 263.57%-248.0pp | 97.91%-82.3pp |
| Employer contribution / active EE | $1,434 | $3,451-58.4% | $4,829-70.3% | $2,405-40.4% |
| Participant deferral / active EE | $8,544 | $6,837+25.0% | $7,352+16.2% | $4,131+106.8% |
| Admin fee / account holder | $234 | $172+36.0% | $10,799-97.8% | $170+38.1% |