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 |
|---|---|---|
Filed as: LUCAS, HORSFALL, MURPHY & PINDROH, Service code 10 · EIN 95-4659692 | Accounting | $12,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,633 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,280 |
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 | $96,544 | $92,971+3.8% | $96,683-0.1% | $74,419+29.7% |
| Participation rate | 90.0% | 71.5%+18.4pp | 74.3%+15.6pp | 70.7%+19.2pp |
| Annual return | 22.31% | 37.49%-15.2pp | 35.69%-13.4pp | 34.38%-12.1pp |
| Employer contribution / active EE | $2,841 | $3,426-17.1% | $3,737-24.0% | $2,637+7.7% |
| Participant deferral / active EE | $8,359 | $3,970+110.6% | $4,878+71.4% | $4,528+84.6% |
| Admin fee / account holder | $29 | $633-95.4% | $6,730-99.6% | $348-91.7% |