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 | $151,917 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $67,039 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,986 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,286 | $122,259-17.2% | $147,005-31.1% | $199,768-49.3% |
| Participation rate | 75.5% | 78.3%-2.8pp | 82.2%-6.6pp | 72.0%+3.5pp |
| Annual return | 2.78% | 30.58%-27.8pp | 418.76%-416.0pp | 34.26%-31.5pp |
| Employer contribution / active EE | $2,985 | $4,097-27.1% | $4,934-39.5% | $3,037-1.7% |
| Participant deferral / active EE | $11,448 | $8,504+34.6% | $8,070+41.9% | $5,090+124.9% |
| Admin fee / account holder | $146 | $179-18.4% | $13,006-98.9% | $269-45.8% |