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 | $370,485 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $232,049 |
AMERICAN FUNDS6 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $125,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $53,155 | $86,580-38.6% | $146,665-63.8% | $101,517-47.6% |
| Participation rate | 90.2% | 80.7%+9.5pp | 80.1%+10.1pp | 74.6%+15.7pp |
| Annual return | 15.25% | 30.94%-15.7pp | 22.74%-7.5pp | 21.00%-5.7pp |
| Employer contribution / active EE | $1,706 | $2,512-32.1% | $4,136-58.7% | $2,973-42.6% |
| Participant deferral / active EE | $4,888 | $4,413+10.7% | $5,506-11.2% | $4,873+0.3% |
| Admin fee / account holder | $93 | $71+30.4% | $10,280-99.1% | $139-33.2% |