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 | $33,479 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,020 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,597 | $65,118+11.5% | $76,768-5.4% | $55,725+30.3% |
| Participation rate | 86.5% | 79.6%+6.9pp | 77.0%+9.6pp | 70.9%+15.7pp |
| Annual return | -5.28% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $999 | $1,941-48.6% | $2,485-59.8% | $2,078-52.0% |
| Participant deferral / active EE | $4,986 | $3,688+35.2% | $3,852+29.5% | $3,356+48.6% |
| Admin fee / account holder | $201 | $116+73.9% | $6,675-97.0% | $115+74.9% |