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 5-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 | $25,401 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,337 |
SENSIBA SAN FILIPPO LLP1 year Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $6,781 |
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 | $99,918 | $87,870+13.7% | $113,168-11.7% | $74,304+34.5% |
| Participation rate | 91.4% | 70.7%+20.7pp | 76.6%+14.8pp | 60.3%+31.1pp |
| Annual return | 16.46% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $4,650 | $2,277+104.2% | $2,975+56.3% | $2,241+107.5% |
| Participant deferral / active EE | $13,855 | $4,241+226.7% | $5,107+171.3% | $3,767+267.8% |
| Admin fee / account holder | $224 | $3,368-93.4% | $12,068-98.1% | $2,969-92.5% |