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 10-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 |
|---|---|---|
TRUENORTH, INC.2+ years Filed as: TRUENORTH INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $70,583 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,380 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $13,422 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,448 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,820 | $80,177+19.5% | $123,892-22.7% | $57,658+66.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 81.4%+6.1pp | 70.2%+17.3pp |
| Annual return | 9.04% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.9pp |
| Employer contribution / active EE | $3,847 | $2,913+32.1% | $4,617-16.7% | $1,974+94.9% |
| Participant deferral / active EE | $7,898 | $5,130+54.0% | $5,984+32.0% | $3,061+158.1% |
| Admin fee / account holder | $265 | $106+149.2% | $8,357-96.8% | $95+180.2% |