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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $220,857 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $31,907 |
CARON & BLETZER, PLLC7+ years Service code 10 · EIN 04-3499945 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$108,326 |
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 | $122,232 | $104,697+16.7% | $96,544+26.6% | $80,160+52.5% |
| Participation rate | 95.3% | 86.4%+9.0pp | 76.0%+19.4pp | 72.9%+22.4pp |
| Annual return | 17.77% | 21.78%-4.0pp | 25.84%-8.1pp | 40.38%-22.6pp |
| Employer contribution / active EE | $7,374 | $3,536+108.5% | $2,965+148.7% | $2,978+147.6% |
| Participant deferral / active EE | $10,080 | $6,188+62.9% | $4,851+107.8% | $5,017+100.9% |
| Admin fee / account holder | $110 | $107+2.8% | $8,252-98.7% | $145-24.3% |