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 | $326,009 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $100,461 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $54,167 |
MARCUM LLP1 year Service code 10 6685 BETA DRIVE · MAYFIELD VILLAGE, OH 11530 | Accounting | $16,377 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $15,000 |
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 | $177,889 | $59,339+199.8% | $149,673+18.9% | $103,482+71.9% |
| Participation rate | 88.1% | 70.2%+17.9pp | 78.8%+9.4pp | 73.3%+14.9pp |
| Annual return | 21.95% | 77.78%-55.8pp | 134.42%-112.5pp | 33.11%-11.2pp |
| Employer contribution / active EE | $12,407 | $2,178+469.8% | $4,818+157.5% | $3,208+286.8% |
| Participant deferral / active EE | $9,566 | $3,716+157.4% | $5,680+68.4% | $5,207+83.7% |
| Admin fee / account holder | $55 | $103-46.4% | $13,210-99.6% | $114-51.7% |