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 10-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 | $52,032 |
Filed as: COMPERIO RETIREMENT CONSULTING INC Service code 27 · EIN 20-4798483 | Advisory (Plan) | $11,725 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,002 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,160 | $77,958-61.3% | $78,210-61.4% | $77,958-61.3% |
| Participation rate | 89.7% | 71.6%+18.0pp | 68.7%+20.9pp | 71.6%+18.0pp |
| Annual return | 19.23% | 20.87%-1.6pp | 40.90%-21.7pp | 20.87%-1.6pp |
| Employer contribution / active EE | $1,810 | $2,310-21.7% | $2,034-11.0% | $2,310-21.7% |
| Participant deferral / active EE | $1,936 | $3,537-45.3% | $2,823-31.4% | $3,537-45.3% |
| Admin fee / account holder | $67 | $97-30.7% | $3,758-98.2% | $97-30.7% |