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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $150,544 |
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 49 · EIN 82-3719843 | Other Services | $125,314 |
PENSYS FIDUCIARY SERVICES1 year Filed as: PENSYS FIDUCIARY SERVICES, INC. Service code 49 · EIN 46-3943208 | Other Services | $93,350 |
NWK GROUP, INC.8+ years Filed as: NWK GROUP Service code 27 · EIN 20-2154904 | Advisory (Plan) | $50,000 |
GEMMER ASSET MANAGEMENT1 year Filed as: GEMMER ASSEST MANAGEMENT LLC Service code 16 · EIN 94-3317854 | Consulting | $21,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$280,175 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $577,494 | $45,000+1183.3% | $143,757+301.7% | $77,904+641.3% |
| Participation rate | 92.3% | 66.8%+25.5pp | 80.3%+12.0pp | 73.7%+18.7pp |
| Annual return | -19.21% | 29.03%-48.2pp | -0.04%-19.2pp | 12.21%-31.4pp |
| Employer contribution / active EE | $30,031 | $1,870+1506.3% | $4,951+506.6% | $2,848+954.6% |
| Participant deferral / active EE | $19,278 | $3,157+510.7% | $5,637+242.0% | $4,806+301.1% |
| Admin fee / account holder | $262 | $98+166.2% | $14,673-98.2% | $133+97.7% |