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 6-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 | $361,883 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,509 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $78,909 |
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $18,000 |
FOLEY & LARDNER LLP3 years Service code 29 · EIN 39-0473800 | Legal | $12,531 |
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 | $64,478 | $159,391-59.5% | $102,423-37.0% | $99,062-34.9% |
| Participation rate | 82.5% | 88.6%-6.1pp | 76.5%+6.0pp | 71.6%+10.9pp |
| Annual return | 14.41% | 19.03%-4.6pp | 29.32%-14.9pp | 17.66%-3.2pp |
| Employer contribution / active EE | $3,723 | $4,207-11.5% | $3,023+23.1% | $3,262+14.1% |
| Participant deferral / active EE | $4,669 | $7,498-37.7% | $5,053-7.6% | $5,331-12.4% |
| Admin fee / account holder | $131 | $159-17.5% | $9,451-98.6% | $109+20.4% |