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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,175 |
VERRILL DANA LLP6+ years Service code 16 · EIN 01-0176171 | Consulting | $85,527 |
Service code 16 ONE HUNDRED NORTHFIELD DRIVE · WINDSOR, CT 06095 | Consulting | $50,220 |
BLUMSHAPIRO2 years Service code 10 · EIN 06-1009205 | Accounting | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$150,810 |
Form 5500 reported that benefits due were not provided when due.
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 | $161,859 | $105,190+53.9% | $98,907+63.6% | $90,288+79.3% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.0%+22.4pp | 73.4%+25.0pp |
| Annual return | 17.49% | 18.52%-1.0pp | 196.43%-178.9pp | 53.97%-36.5pp |
| Employer contribution / active EE | $5,662 | $3,831+47.8% | $2,689+110.6% | $2,524+124.3% |
| Participant deferral / active EE | $7,775 | $5,616+38.4% | $4,244+83.2% | $4,232+83.7% |
| Admin fee / account holder | $101 | $97+3.6% | $6,642-98.5% | $114-11.6% |