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 | $71,523 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $64,509 |
ERNST & YOUNG LLP4 years Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,100 |
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 | $77,918 | $72,254+7.8% | $86,677-10.1% | $64,808+20.2% |
| Participation rate | 99.8% | 80.4%+19.4pp | 76.6%+23.2pp | 71.5%+28.3pp |
| Annual return | -15.90% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $3,860 | $2,393+61.3% | $2,836+36.1% | $2,506+54.1% |
| Participant deferral / active EE | $5,117 | $4,658+9.8% | $4,656+9.9% | $4,310+18.7% |
| Admin fee / account holder | $193 | $174+10.7% | $7,493-97.4% | $188+2.5% |