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 | $325,703 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $153,550 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $71,750 |
FOLEY & LARDNER LLP1 year Service code 16 · EIN 39-0473800 | Consulting | $26,511 |
WIPFLI LLP1 year Service code 16 · EIN 39-0758449 | Consulting | $15,900 |
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 | $55,055 | $130,141-57.7% | $86,677-36.5% | $77,904-29.3% |
| Participation rate | 71.9% | 85.9%-14.1pp | 76.6%-4.7pp | 73.7%-1.8pp |
| Annual return | -14.34% | -12.75%-1.6pp | 35.91%-50.2pp | 12.21%-26.5pp |
| Employer contribution / active EE | $3,382 | $3,220+5.0% | $2,836+19.2% | $2,848+18.8% |
| Participant deferral / active EE | $4,116 | $5,757-28.5% | $4,656-11.6% | $4,806-14.4% |
| Admin fee / account holder | $142 | $132+7.4% | $7,493-98.1% | $133+6.8% |