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 3-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 | $247,096 |
NEPC, LLC3+ years Service code 16 · EIN 26-1429809 | Consulting | $76,930 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,830 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $18,150 |
HINMAN, HOWARD & KATTELL, LLP3+ years Service code 29 · EIN 15-0561878 | Legal | $10,854 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,519-100.0% | $93,789-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 81.0%-81.0pp | 81.2%-81.2pp |
| Annual return | -97.64% | -15.72%-81.9pp | -11.33%-86.3pp | 417.96%-515.6pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,978-100.0% | $6,094-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |