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 9-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 | $251,619 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,807 |
Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $55,750 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $32,930 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $18,900 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 10 · EIN 62-1700633 | Accounting | $12,880 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,486 | $103,918-23.5% | $94,646-16.0% | $80,160-0.8% |
| Participation rate | 97.3% | 85.8%+11.5pp | 80.8%+16.5pp | 72.9%+24.4pp |
| Annual return | 18.97% | 27.77%-8.8pp | 156.71%-137.7pp | 40.38%-21.4pp |
| Employer contribution / active EE | $3,761 | $3,539+6.3% | $3,672+2.4% | $2,978+26.3% |
| Participant deferral / active EE | $10,241 | $9,528+7.5% | $7,418+38.1% | $5,017+104.1% |
| Admin fee / account holder | $114 | $96+17.9% | $7,231-98.4% | $145-21.6% |