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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,532 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $11,095 |
CHESTER M. KEARNEY2 years Service code 10 · EIN 01-0411241 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,575 |
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 | $150,006 | $84,784+76.9% | $98,439+52.4% | $74,419+101.6% |
| Participation rate | 98.3% | 81.5%+16.7pp | 75.2%+23.1pp | 70.7%+27.5pp |
| Annual return | 17.10% | 20.59%-3.5pp | 21.16%-4.1pp | 34.38%-17.3pp |
| Employer contribution / active EE | $6,122 | $3,364+82.0% | $3,048+100.9% | $2,637+132.1% |
| Participant deferral / active EE | $5,915 | $5,218+13.3% | $4,738+24.8% | $4,528+30.6% |
| Admin fee / account holder | -$6 | $204-102.8% | $8,948-100.1% | $348-101.7% |