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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,372 |
REGIONS BANK9+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $60,000 |
GOLLOB MORGAN PEDDY PC1 year Filed as: GOLLOB MORGAN PEDDY P.C. Service code 10 · EIN 75-2147296 | Accounting | $38,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,065 |
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 | $71,654 | $70,115+2.2% | $70,515+1.6% | $80,160-10.6% |
| Participation rate | 71.7% | 71.7%0pp | 68.3%+3.4pp | 72.9%-1.2pp |
| Annual return | 20.69% | 134.51%-113.8pp | 32.77%-12.1pp | 40.38%-19.7pp |
| Employer contribution / active EE | $1,458 | $3,021-51.7% | $2,973-51.0% | $2,978-51.0% |
| Participant deferral / active EE | $3,877 | $4,495-13.7% | $4,567-15.1% | $5,017-22.7% |
| Admin fee / account holder | $92 | $112-18.4% | $6,412-98.6% | $145-36.8% |