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 |
|---|---|---|
NADLER FINANCIAL GROUP, INC.8 years Service code 27 · EIN 36-4156113 | Advisory (Plan) | $126,343 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY, LLC · BOSTON, MA 02109 | Loan Processing | $55,462 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,665 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $473,833 | $131,799+259.5% | $200,582+136.2% | $85,563+453.8% |
| Participation rate | 98.8% | 87.9%+10.9pp | 86.9%+12.0pp | 66.0%+32.9pp |
| Annual return | 17.61% | 21.59%-4.0pp | 42.33%-24.7pp | 31.51%-13.9pp |
| Employer contribution / active EE | $20,707 | $4,532+356.9% | $6,419+222.6% | $2,654+680.3% |
| Participant deferral / active EE | $28,389 | $7,702+268.6% | $9,331+204.2% | $4,375+548.9% |
| Admin fee / account holder | $99 | $235-57.9% | $16,305-99.4% | $834-88.1% |