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 3-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 | $403,884 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $177,310 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & CO CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $28,225 |
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 | $143,490 | $152,281-5.8% | $106,213+35.1% | $99,062+44.8% |
| Participation rate | 96.0% | 92.2%+3.7pp | 75.3%+20.7pp | 71.6%+24.3pp |
| Annual return | 17.72% | 15.00%+2.7pp | 116.14%-98.4pp | 17.66%+0.1pp |
| Employer contribution / active EE | $4,259 | $5,348-20.4% | $3,171+34.3% | $3,262+30.6% |
| Participant deferral / active EE | $7,875 | $8,206-4.0% | $5,016+57.0% | $5,331+47.7% |
| Admin fee / account holder | $117 | $77+50.6% | $11,033-98.9% | $109+7.1% |