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 4-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 | $137,348 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,549 |
Filed as: CONSULTING Service code 16 · EIN 30-0282430 | Consulting | $50,943 |
BARNES & THORNBURG LLP2 years Service code 29 · EIN 35-0900596 | Legal | $15,657 |
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 | $122,049 | $122,259-0.2% | $147,005-17.0% | $199,768-38.9% |
| Participation rate | 85.4% | 78.3%+7.1pp | 82.2%+3.2pp | 72.0%+13.4pp |
| Annual return | 17.40% | 30.58%-13.2pp | 418.76%-401.4pp | 34.26%-16.9pp |
| Employer contribution / active EE | $2,057 | $4,097-49.8% | $4,934-58.3% | $3,037-32.3% |
| Participant deferral / active EE | $7,520 | $8,504-11.6% | $8,070-6.8% | $5,090+47.7% |
| Admin fee / account holder | $153 | $179-14.5% | $13,006-98.8% | $269-43.1% |