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 | $122,186-0.1% | $146,958-16.9% | $199,593-38.9% |
| Participation rate | 85.4% | 78.3%+7.1pp | 82.2%+3.2pp | 72.0%+13.4pp |
| Annual return | 17.40% | 30.56%-13.2pp | 418.34%-400.9pp | 34.25%-16.8pp |
| Employer contribution / active EE | $2,057 | $4,093-49.7% | $4,933-58.3% | $3,034-32.2% |
| Participant deferral / active EE | $7,520 | $8,502-11.6% | $8,070-6.8% | $5,087+47.8% |
| Admin fee / account holder | $153 | $179-14.4% | $12,998-98.8% | $269-43.1% |