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 | $74,562 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,150 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,904 |
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 | $61,592 | $45,031+36.8% | $84,966-27.5% | $77,643-20.7% |
| Participation rate | 95.5% | 48.7%+46.8pp | 67.5%+28.0pp | 70.6%+25.0pp |
| Annual return | 20.74% | 79.22%-58.5pp | 66.38%-45.6pp | 31.24%-10.5pp |
| Employer contribution / active EE | $3,793 | $1,609+135.7% | $2,727+39.1% | $2,726+39.2% |
| Participant deferral / active EE | $12,027 | $2,807+328.4% | $4,519+166.1% | $4,647+158.8% |
| Admin fee / account holder | $187 | $912-79.5% | $6,149-97.0% | $430-56.5% |