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 | $177,571 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $89,418 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,869 |
LOUIS PLUNG & COMPANY2+ years Service code 10 · EIN 25-1637458 | Accounting | $13,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,765 | $48,166+26.2% | $96,562-37.1% | $93,030-34.7% |
| Participation rate | 37.1% | 65.1%-28.0pp | 69.8%-32.7pp | 73.9%-36.8pp |
| Annual return | 15.98% | 21.31%-5.3pp | 37.78%-21.8pp | 158.70%-142.7pp |
| Employer contribution / active EE | $498 | $1,070-53.4% | $2,356-78.9% | $2,706-81.6% |
| Participant deferral / active EE | $1,864 | $2,576-27.6% | $3,849-51.6% | $4,562-59.1% |
| Admin fee / account holder | $179 | $110+62.1% | $6,181-97.1% | $152+17.9% |