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 10-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 | $58,362 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LL Service code 27 · EIN 26-4133685 | Advisory (Plan) | $48,618 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,853 |
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 | $79,305 | $60,607+30.9% | $189,557-58.2% | $86,799-8.6% |
| Participation rate | 97.0% | 68.9%+28.1pp | 78.4%+18.5pp | 72.3%+24.7pp |
| Annual return | 15.64% | 65.18%-49.5pp | 64.17%-48.5pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,405 | $1,626+48.0% | $4,412-45.5% | $2,4050% |
| Participant deferral / active EE | $6,192 | $3,895+59.0% | $6,174+0.3% | $4,131+49.9% |
| Admin fee / account holder | $208 | $159+31.1% | $9,807-97.9% | $170+22.8% |