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 | $176,517 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $88,459 |
DENOVO VENTURES, LLC1 year Service code 16 · EIN 51-0453048 | Consulting | $5,343 |
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 | $159,744 | $127,481+25.3% | $149,696+6.7% | $90,288+76.9% |
| Participation rate | 82.2% | 78.2%+4.0pp | 82.5%-0.2pp | 73.4%+8.9pp |
| Annual return | 17.34% | 57.78%-40.4pp | 276.60%-259.3pp | 53.97%-36.6pp |
| Employer contribution / active EE | $3,413 | $3,448-1.0% | $4,644-26.5% | $2,524+35.2% |
| Participant deferral / active EE | $6,478 | $6,975-7.1% | $6,842-5.3% | $4,232+53.1% |
| Admin fee / account holder | $111 | $152-26.9% | $9,309-98.8% | $114-2.7% |