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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,786 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,899 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $38,789 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $8,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,322 | $112,686-1.2% | $169,993-34.5% | $80,160+38.9% |
| Participation rate | 78.2% | 87.4%-9.2pp | 87.0%-8.8pp | 72.9%+5.3pp |
| Annual return | 29.10% | 67.04%-37.9pp | 53.37%-24.3pp | 40.38%-11.3pp |
| Employer contribution / active EE | $2,997 | $4,481-33.1% | $6,785-55.8% | $2,978+0.7% |
| Participant deferral / active EE | $7,263 | $7,876-7.8% | $10,408-30.2% | $5,017+44.8% |
| Admin fee / account holder | $157 | $99+58.0% | $12,815-98.8% | $145+8.0% |