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 6-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 | $57,033 |
Filed as: RAYMOND JAMES & ASSOCIATES,INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,119 |
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 | $85,572 | $89,588-4.5% | $136,007-37.1% | $77,671+10.2% |
| Participation rate | 96.9% | 74.3%+22.6pp | 76.5%+20.4pp | 70.6%+26.3pp |
| Annual return | 15.33% | 17.42%-2.1pp | 579.32%-564.0pp | 31.21%-15.9pp |
| Employer contribution / active EE | $8,161 | $3,491+133.8% | $4,215+93.6% | $2,726+199.3% |
| Participant deferral / active EE | $13,458 | $5,591+140.7% | $7,024+91.6% | $4,648+189.5% |
| Admin fee / account holder | $116 | $539-78.5% | $6,858-98.3% | $430-73.1% |