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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,649 |
VERRILL DANA LLP1 year Filed as: VERRILL & DANA LLP Service code 29 · EIN 01-0176171 | Legal | $54,597 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,805 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$175,783 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,768 | $136,266-0.4% | $90,749+49.6% | $77,904+74.3% |
| Participation rate | 98.3% | 86.6%+11.7pp | 75.7%+22.6pp | 73.7%+24.6pp |
| Annual return | -16.88% | -11.32%-5.6pp | -12.16%-4.7pp | 12.21%-29.1pp |
| Employer contribution / active EE | $6,317 | $4,215+49.9% | $2,921+116.3% | $2,848+121.8% |
| Participant deferral / active EE | $8,322 | $6,353+31.0% | $4,564+82.3% | $4,806+73.2% |
| Admin fee / account holder | $84 | $399-78.9% | $8,445-99.0% | $133-36.6% |