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 | $63,184 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $30,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,772 |
LANCE SOLL & LUNGHARD LLP4 years Filed as: LANCE SOLL & LUNGHARD, LLP Service code 10 · EIN 95-2700123 | Accounting | $15,500 |
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 | $44,674 | $241,101-81.5% | $103,374-56.8% | $199,768-77.6% |
| Participation rate | 72.1% | 78.3%-6.2pp | 74.5%-2.4pp | 72.0%+0.1pp |
| Annual return | 20.06% | 17.80%+2.3pp | 24.89%-4.8pp | 34.26%-14.2pp |
| Employer contribution / active EE | $1,080 | $4,244-74.6% | $3,869-72.1% | $3,037-64.4% |
| Participant deferral / active EE | $3,212 | $3,958-18.8% | $5,058-36.5% | $5,090-36.9% |
| Admin fee / account holder | $150 | $288-48.0% | $8,394-98.2% | $269-44.4% |