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 5-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 | $667,394 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,480 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS P.C. Service code 10 · EIN 46-2966358 | Accounting | $14,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,943 | $73,283-72.8% | $155,509-87.2% | $106,382-81.3% |
| Participation rate | 93.9% | 73.3%+20.6pp | 78.2%+15.7pp | 69.9%+24.0pp |
| Annual return | 20.62% | 15.77%+4.9pp | 64.67%-44.0pp | 17.37%+3.2pp |
| Employer contribution / active EE | $1,092 | $2,247-51.4% | $4,672-76.6% | $3,364-67.5% |
| Participant deferral / active EE | $3,597 | $4,580-21.5% | $5,626-36.1% | $5,569-35.4% |
| Admin fee / account holder | $57 | $56+1.4% | $15,912-99.6% | $79-28.2% |