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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,670 |
JONES DAY1 year Service code 29 · EIN 34-0319085 | Legal | $16,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,750 |
BORIS BENIC AND ASSOCIATES LLP3+ years Filed as: BORIS BENIC & ASSOCIATES LLP Service code 10 · EIN 54-2190047 | Accounting | $7,096 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,648 | $71,106+41.5% | $83,333+20.8% | $75,289+33.7% |
| Participation rate | 90.7% | 82.0%+8.7pp | 77.8%+12.9pp | 72.4%+18.2pp |
| Annual return | -3.91% | -0.56%-3.4pp | 10.63%-14.5pp | -0.04%-3.9pp |
| Employer contribution / active EE | $1,593 | $2,436-34.6% | $3,379-52.9% | $2,405-33.8% |
| Participant deferral / active EE | $10,811 | $6,249+73.0% | $5,565+94.3% | $3,739+189.2% |
| Admin fee / account holder | $37 | $72-48.8% | $7,510-99.5% | $102-63.8% |