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 | $36,845 |
Filed as: CONCOURSE FINANCIAL GROUP SECURITI Service code 27 · EIN 63-0879387 | Advisory (Plan) | $23,830 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,707 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $6,131 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,401 | $98,727-85.4% | $113,168-87.3% | $85,563-83.2% |
| Participation rate | 85.0% | 80.8%+4.2pp | 76.6%+8.5pp | 66.0%+19.1pp |
| Annual return | 25.79% | 17.43%+8.4pp | 24.27%+1.5pp | 31.51%-5.7pp |
| Employer contribution / active EE | $951 | $2,907-67.3% | $2,975-68.0% | $2,654-64.1% |
| Participant deferral / active EE | $2,957 | $5,424-45.5% | $5,107-42.1% | $4,375-32.4% |
| Admin fee / account holder | $101 | $357-71.8% | $12,068-99.2% | $834-87.9% |