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 | $239,845 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,324 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $43,389 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $23,540 |
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 | $40,226 | $63,321-36.5% | $68,791-41.5% | $77,904-48.4% |
| Participation rate | 89.8% | 71.1%+18.7pp | 69.0%+20.8pp | 73.7%+16.1pp |
| Annual return | -16.15% | -6.50%-9.7pp | -6.38%-9.8pp | 12.21%-28.4pp |
| Employer contribution / active EE | $771 | $2,794-72.4% | $2,655-71.0% | $2,848-72.9% |
| Participant deferral / active EE | $4,737 | $4,029+17.6% | $3,941+20.2% | $4,806-1.4% |
| Admin fee / account holder | $156 | $104+49.8% | $4,932-96.8% | $133+17.8% |