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 | $161,383 |
Filed as: ONE RETIREMENT LLC Service code 16 · EIN 45-4357540 | Consulting | $116,200 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,773 |
PROVIDENCE FINANCIAL ADVISORS, LLC3+ years Service code 16 6240 W 135TH ST., SUITE 200 · OVERLAND PARK, KS 66223 | Consulting | $10,947 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,863 | $96,458+167.3% | $136,294+89.2% | $77,958+230.8% |
| Participation rate | 98.3% | 75.4%+23.0pp | 81.9%+16.4pp | 71.6%+26.7pp |
| Annual return | 21.82% | 23.78%-2.0pp | 5155.94%-5134.1pp | 20.87%+1.0pp |
| Employer contribution / active EE | $13,176 | $3,144+319.1% | $4,695+180.6% | $2,310+470.2% |
| Participant deferral / active EE | $8,500 | $5,902+44.0% | $6,247+36.1% | $3,537+140.3% |
| Admin fee / account holder | $186 | $80+131.0% | $9,243-98.0% | $97+90.8% |