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 5-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 | $137,816 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,972 |
BAKER TILLY US, LLP4+ years Service code 10 · EIN 39-0859910 | Accounting | $31,523 |
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 | $80,526 | $104,697-23.1% | $96,544-16.6% | $80,160+0.5% |
| Participation rate | 72.6% | 86.4%-13.8pp | 76.0%-3.4pp | 72.9%-0.4pp |
| Annual return | 18.87% | 21.78%-2.9pp | 25.84%-7.0pp | 40.38%-21.5pp |
| Employer contribution / active EE | $1,545 | $3,536-56.3% | $2,965-47.9% | $2,978-48.1% |
| Participant deferral / active EE | $4,534 | $6,188-26.7% | $4,851-6.5% | $5,017-9.6% |
| Admin fee / account holder | $67 | $107-37.6% | $8,252-99.2% | $145-54.0% |