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 | $4,187,160 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $383,916 |
COOK STREET CONSULTING2 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $67,531 |
THE ERISA CONSULTING GROUP4+ years Service code 29 · EIN 26-4306913 | Legal | $12,560 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,550 | $100,179-85.5% | $84,015-82.7% | $89,569-83.8% |
| Participation rate | 90.7% | 54.1%+36.6pp | 69.0%+21.7pp | 69.6%+21.2pp |
| Annual return | 23.35% | 22.50%+0.8pp | 71.31%-48.0pp | 34.56%-11.2pp |
| Employer contribution / active EE | $92 | $816-88.7% | $1,983-95.4% | $2,584-96.4% |
| Participant deferral / active EE | $1,909 | $1,459+30.8% | $3,239-41.1% | $4,220-54.8% |
| Admin fee / account holder | $48 | $72-33.6% | $6,101-99.2% | $72-33.1% |