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 8-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 | $100,898 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $27,300 |
Filed as: ASSET STRATEGY ADVISORS Service code 27 · EIN 26-0352654 | Advisory (Plan) | $13,000 |
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 | $152,446 | $122,693+24.2% | $184,203-17.2% | $199,593-23.6% |
| Participation rate | 98.8% | 86.8%+12.0pp | 86.8%+11.9pp | 72.0%+26.8pp |
| Annual return | 15.79% | 143.91%-128.1pp | 28.81%-13.0pp | 34.25%-18.5pp |
| Employer contribution / active EE | $4,534 | $4,584-1.1% | $6,427-29.4% | $3,034+49.4% |
| Participant deferral / active EE | $16,091 | $7,990+101.4% | $9,131+76.2% | $5,087+216.3% |
| Admin fee / account holder | $62 | $121-48.6% | $13,901-99.6% | $269-76.9% |