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 7-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 | $264,832 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,317 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $27,300 |
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 | $64,779 | $122,693-47.2% | $184,203-64.8% | $199,593-67.5% |
| Participation rate | 95.0% | 86.8%+8.2pp | 86.8%+8.2pp | 72.0%+23.1pp |
| Annual return | 17.48% | 143.91%-126.4pp | 28.81%-11.3pp | 34.25%-16.8pp |
| Employer contribution / active EE | $3,987 | $4,584-13.0% | $6,427-38.0% | $3,034+31.4% |
| Participant deferral / active EE | $8,684 | $7,990+8.7% | $9,131-4.9% | $5,087+70.7% |
| Admin fee / account holder | $77 | $121-36.2% | $13,901-99.4% | $269-71.4% |