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 | $192,354 |
SMITH THORNTON ADVISORS LLC5 years Service code 27 · EIN 45-3064370 | Advisory (Plan) | $146,544 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $121,003 |
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 | $97,991 | $145,877-32.8% | $150,045-34.7% | $102,872-4.7% |
| Participation rate | 83.5% | 79.8%+3.7pp | 82.3%+1.2pp | 73.0%+10.5pp |
| Annual return | 19.69% | 21.37%-1.7pp | 62.55%-42.9pp | 19.06%+0.6pp |
| Employer contribution / active EE | $3,884 | $4,710-17.5% | $4,693-17.3% | $3,526+10.1% |
| Participant deferral / active EE | $9,269 | $9,491-2.3% | $7,997+15.9% | $5,535+67.5% |
| Admin fee / account holder | $118 | $176-32.8% | $13,435-99.1% | $292-59.5% |