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 |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $386,162 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,349 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $16,821 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $379,916 | $67,598+462.0% | $75,886+400.6% | $77,787+388.4% |
| Participation rate | 96.5% | 69.6%+27.0pp | 69.3%+27.3pp | 73.2%+23.3pp |
| Annual return | 22.65% | 23.18%-0.5pp | 30.76%-8.1pp | 32.57%-9.9pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $2,500-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $17,407 | $3,502+397.1% | $3,603+383.1% | $3,967+338.8% |
| Admin fee / account holder | $189 | $96+96.2% | $5,418-96.5% | $100+88.9% |