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 | $42,816 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,667 |
MERCER3 years Service code 27 · EIN 36-2668272 | Advisory (Plan) | $20,583 |
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 | $112,564 | $106,110+6.1% | $147,005-23.4% | $77,671+44.9% |
| Participation rate | 91.9% | 78.4%+13.5pp | 82.2%+9.7pp | 70.6%+21.3pp |
| Annual return | 21.12% | 56.77%-35.7pp | 418.76%-397.6pp | 31.21%-10.1pp |
| Employer contribution / active EE | $11,481 | $4,065+182.5% | $4,934+132.7% | $2,726+321.1% |
| Participant deferral / active EE | $24,699 | $7,992+209.1% | $8,070+206.1% | $4,648+431.4% |
| Admin fee / account holder | $139 | $338-58.7% | $13,006-98.9% | $430-67.6% |