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 | $64,195 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,935 |
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 | $61,635 | $95,274-35.3% | $135,903-54.6% | $74,419-17.2% |
| Participation rate | 94.1% | 78.2%+15.9pp | 81.9%+12.1pp | 70.7%+23.3pp |
| Annual return | 24.62% | 32.77%-8.1pp | 68.23%-43.6pp | 34.38%-9.8pp |
| Employer contribution / active EE | $2,987 | $3,874-22.9% | $4,856-38.5% | $2,637+13.2% |
| Participant deferral / active EE | $9,733 | $7,782+25.1% | $7,758+25.5% | $4,528+114.9% |
| Admin fee / account holder | $123 | $266-53.8% | $10,762-98.9% | $348-64.6% |