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 | $303,793 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,278 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3106431 | Consulting | $40,833 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 16 · EIN 39-0758449 | Consulting | $14,500 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $7,952 |
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 | $52,874 | $176,491-70.0% | $95,952-44.9% | $90,288-41.4% |
| Participation rate | 76.8% | 86.6%-9.7pp | 77.1%-0.2pp | 73.4%+3.5pp |
| Annual return | 19.71% | 20.14%-0.4pp | 91.61%-71.9pp | 53.97%-34.3pp |
| Employer contribution / active EE | $3,528 | $2,789+26.5% | $2,541+38.8% | $2,524+39.8% |
| Participant deferral / active EE | $3,922 | $5,340-26.5% | $4,167-5.9% | $4,232-7.3% |
| Admin fee / account holder | $118 | $154-23.3% | $6,795-98.3% | $114+3.5% |