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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,602 |
Service code 10 · EIN 13-0436940 | Accounting | $34,339 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,678 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $17,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,334 |
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 | $152,965 | $85,135+79.7% | $98,907+54.7% | $73,409+108.4% |
| Participation rate | 91.5% | 81.1%+10.4pp | 76.0%+15.5pp | 72.2%+19.3pp |
| Annual return | 17.99% | 19.14%-1.2pp | 196.43%-178.4pp | 59.29%-41.3pp |
| Employer contribution / active EE | $2,662 | $2,721-2.2% | $2,689-1.0% | $2,234+19.2% |
| Participant deferral / active EE | $9,577 | $4,349+120.2% | $4,244+125.7% | $3,805+151.7% |
| Admin fee / account holder | $97 | $139-30.1% | $6,642-98.5% | $158-38.3% |