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 | $261,389 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $124,949 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,980 |
CITRIN COOPERMAN4 years Service code 10 · EIN 22-2428965 | Accounting | $45,625 |
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 | $59,412 | $84,993-30.1% | $129,995-54.3% | $80,160-25.9% |
| Participation rate | 91.8% | 79.5%+12.3pp | 78.5%+13.3pp | 72.9%+18.9pp |
| Annual return | 18.87% | 23.76%-4.9pp | -137.18%+156.0pp | 40.38%-21.5pp |
| Employer contribution / active EE | $2,174 | $3,051-28.7% | $4,320-49.7% | $2,978-27.0% |
| Participant deferral / active EE | $6,440 | $4,984+29.2% | $5,820+10.7% | $5,017+28.4% |
| Admin fee / account holder | $144 | $391-63.3% | $10,614-98.6% | $145-1.0% |