See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,916 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL AND PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $11,000 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $9,625 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 16 · EIN 04-2530412 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,147 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $92,222 | $95,918-3.9% | $151,611-39.2% | $77,904+18.4% |
| Participation rate | 73.4% | 88.7%-15.3pp | 87.5%-14.1pp | 73.7%-0.2pp |
| Annual return | -15.79% | -5.50%-10.3pp | 3.33%-19.1pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,048 | $4,330-75.8% | $6,166-83.0% | $2,848-63.2% |
| Participant deferral / active EE | $6,774 | $7,508-9.8% | $8,363-19.0% | $4,806+41.0% |
| Admin fee / account holder | $9 | $93-90.3% | $11,616-99.9% | $133-93.2% |