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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $151,555 |
VERRILL DANA LLP7+ years Service code 16 · EIN 01-0176171 | Consulting | $72,718 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $25,841 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSEN Service code 16 · EIN 41-0746749 | Consulting | $24,275 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES LLC Service code 16 · EIN 20-4751685 | Consulting | $12,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$366,084 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,046 | $114,195+54.2% | $106,548+65.2% | $93,030+89.2% |
| Participation rate | 99.1% | 86.4%+12.8pp | 76.1%+23.0pp | 73.9%+25.2pp |
| Annual return | 14.85% | 22.18%-7.3pp | 26.80%-12.0pp | 158.70%-143.9pp |
| Employer contribution / active EE | $6,393 | $4,009+59.5% | $2,819+126.8% | $2,706+136.3% |
| Participant deferral / active EE | $8,148 | $5,908+37.9% | $4,398+85.3% | $4,562+78.6% |
| Admin fee / account holder | $69 | $105-34.6% | $7,407-99.1% | $152-54.8% |