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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,008 |
VERRILL DANA LLP2+ years Service code 10 · EIN 01-0176171 | Accounting | $24,744 |
BLUM SHAPIRO2+ years Service code 10 · EIN 06-1009205 | Accounting | $11,227 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,673 |
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 | $175,229 | $74,024+136.7% | $77,999+124.7% | $57,658+203.9% |
| Participation rate | 98.5% | 79.7%+18.8pp | 75.5%+23.0pp | 70.2%+28.3pp |
| Annual return | 6.53% | 12.14%-5.6pp | 425.96%-419.4pp | 5.13%+1.4pp |
| Employer contribution / active EE | $5,896 | $2,365+149.3% | $2,470+138.7% | $1,974+198.7% |
| Participant deferral / active EE | $6,174 | $3,533+74.8% | $3,497+76.6% | $3,061+101.7% |
| Admin fee / account holder | $94 | $93+1.4% | $5,480-98.3% | $95-0.1% |