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 | $761,031 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $242,295 |
AMERICAN FUNDS7 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $93,750 |
BENNETT THRASHER LLP3 years Service code 10 · EIN 58-1673613 | Accounting | $19,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,126 | $80,242-66.2% | $119,609-77.3% | $89,394-69.7% |
| Participation rate | 88.6% | 78.3%+10.3pp | 79.3%+9.3pp | 71.3%+17.3pp |
| Annual return | -16.25% | -12.97%-3.3pp | -14.97%-1.3pp | -11.89%-4.4pp |
| Employer contribution / active EE | $1,619 | $2,684-39.7% | $4,232-61.7% | $3,022-46.4% |
| Participant deferral / active EE | $4,455 | $4,686-4.9% | $5,602-20.5% | $5,123-13.1% |
| Admin fee / account holder | $82 | $66+24.3% | $10,323-99.2% | $79+3.9% |