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 | $302,530 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,624 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $75,374 |
WIPFLI LLP4 years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $31,000 |
FOLEY & LARDNER LLP2 years Service code 29 · EIN 39-0473800 | Legal | $13,077 |
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 | $61,522 | $118,464-48.1% | $96,544-36.3% | $103,482-40.5% |
| Participation rate | 72.9% | 89.0%-16.1pp | 76.0%-3.0pp | 73.3%-0.3pp |
| Annual return | 16.47% | 18.79%-2.3pp | 25.84%-9.4pp | 33.11%-16.6pp |
| Employer contribution / active EE | $3,462 | $4,210-17.8% | $2,965+16.8% | $3,208+7.9% |
| Participant deferral / active EE | $4,105 | $7,277-43.6% | $4,851-15.4% | $5,207-21.2% |
| Admin fee / account holder | $130 | $81+60.1% | $8,252-98.4% | $114+13.7% |