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 |
|---|---|---|
PENSYS FIDUCIARY SERVICES5+ years Service code 13 · EIN 46-3943208 | Contract Administrator | $142,289 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,915 |
NWK GROUP, INC.5+ years Filed as: NWK GROUP Service code 27 · EIN 20-2154904 | Advisory (Plan) | $50,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 13 · EIN 82-3719843 | Contract Administrator | $49,944 |
GEMMER ASSET MANAGEMENT3 years Filed as: GEMMER ASSET MANAGEMENT, LLC Service code 16 · EIN 94-3317854 | Consulting | $16,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$363,221 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $544,000 | $62,928+764.5% | $172,739+214.9% | $67,579+705.0% |
| Participation rate | 98.8% | 64.5%+34.3pp | 82.6%+16.1pp | 71.3%+27.5pp |
| Annual return | 23.70% | 30.36%-6.7pp | 802.84%-779.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $26,909 | $1,636+1544.7% | $5,143+423.2% | $2,148+1152.9% |
| Participant deferral / active EE | $18,260 | $2,145+751.3% | $5,198+251.3% | $3,539+415.9% |
| Admin fee / account holder | $18 | $167-89.4% | $13,954-99.9% | $142-87.6% |