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 | $615,203 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $192,444 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $119,498 |
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 | $69,467 | $140,769-50.7% | $150,045-53.7% | $140,769-50.7% |
| Participation rate | 91.1% | 74.2%+17.0pp | 82.3%+8.8pp | 74.2%+17.0pp |
| Annual return | 18.74% | 16.82%+1.9pp | 62.55%-43.8pp | 16.82%+1.9pp |
| Employer contribution / active EE | $1,927 | $3,906-50.7% | $4,693-58.9% | $3,906-50.7% |
| Participant deferral / active EE | $7,335 | $6,717+9.2% | $7,997-8.3% | $6,717+9.2% |
| Admin fee / account holder | $77 | $229-66.5% | $13,435-99.4% | $229-66.5% |