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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $615,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $586,001 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $42,500 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISOR LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,898 | $128,056-61.0% | $146,958-66.0% | $106,382-53.1% |
| Participation rate | 66.2% | 67.2%-1.0pp | 82.2%-15.9pp | 69.9%-3.6pp |
| Annual return | 33.19% | 17.89%+15.3pp | 418.34%-385.2pp | 17.37%+15.8pp |
| Employer contribution / active EE | $1,567 | $3,384-53.7% | $4,933-68.2% | $3,364-53.4% |
| Participant deferral / active EE | $3,656 | $7,674-52.4% | $8,070-54.7% | $5,569-34.4% |
| Admin fee / account holder | $95 | $89+7.1% | $12,998-99.3% | $79+19.8% |