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 | $190,921 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING I Service code 27 · EIN 36-3109431 | Advisory (Plan) | $82,469 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,324 |
LOUIS PLUNG & COMPANY1+ years Service code 10 · EIN 25-1637458 | Accounting | $13,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,951 | $43,466+19.5% | $90,951-42.9% | $90,288-42.5% |
| Participation rate | 35.7% | 62.5%-26.8pp | 69.0%-33.3pp | 73.4%-37.7pp |
| Annual return | 14.53% | 25.26%-10.7pp | 134.60%-120.1pp | 53.97%-39.4pp |
| Employer contribution / active EE | $474 | $840-43.6% | $2,122-77.7% | $2,524-81.2% |
| Participant deferral / active EE | $1,641 | $2,138-23.2% | $3,373-51.3% | $4,232-61.2% |
| Admin fee / account holder | $163 | $92+77.3% | $5,959-97.3% | $114+42.8% |