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 | $73,534 |
FIDUCIARY PLAN PARTNERS, LLC3 years Filed as: FIDUCIARY PLAN PARTNERS Service code 27 · EIN 81-2872393 | Advisory (Plan) | $60,000 |
KATZ, SAPPER & MILLER1 year Service code 10 · EIN 35-2123203 | Accounting | $16,200 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,122 |
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 | $80,880 | $106,028-23.7% | $146,958-45.0% | $77,643+4.2% |
| Participation rate | 93.0% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 18.58% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $1,126 | $4,063-72.3% | $4,933-77.2% | $2,726-58.7% |
| Participant deferral / active EE | $9,432 | $7,990+18.1% | $8,070+16.9% | $4,647+103.0% |
| Admin fee / account holder | $162 | $337-52.0% | $12,998-98.8% | $430-62.3% |