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 | $87,097 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $67,922 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,904 |
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 | $78,122 | $52,670+48.3% | $90,404-13.6% | $73,409+6.4% |
| Participation rate | 94.2% | 67.7%+26.5pp | 72.7%+21.5pp | 72.2%+22.0pp |
| Annual return | 15.30% | 20.70%-5.4pp | 1293.02%-1277.7pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,413 | $1,872-24.5% | $3,262-56.7% | $2,234-36.7% |
| Participant deferral / active EE | $3,506 | $2,807+24.9% | $3,963-11.5% | $3,805-7.9% |
| Admin fee / account holder | $261 | $117+123.8% | $5,611-95.3% | $158+65.5% |