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 9-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 | $105,620 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,179 |
Service code 26 · EIN 33-0818667 | Advisory (Participants) | $22,819 |
MOSS ADAMS LLP1 year Service code 10 · EIN 77-0106234 | Accounting | $16,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,685 | $115,744-17.3% | $100,391-4.7% | $199,593-52.1% |
| Participation rate | 92.5% | 85.7%+6.9pp | 81.5%+11.0pp | 72.0%+20.5pp |
| Annual return | 31.12% | 17.79%+13.3pp | 49.20%-18.1pp | 34.25%-3.1pp |
| Employer contribution / active EE | $0 | $3,657-100.0% | $3,942-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $23,613 | $9,844+139.9% | $8,082+192.2% | $5,087+364.2% |
| Admin fee / account holder | $31 | $93-67.0% | $7,899-99.6% | $269-88.6% |