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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $131,626 |
VERRILL DANA LLP2 years Filed as: VERRILL & DANA LLP Service code 29 · EIN 01-0176171 | Legal | $77,409 |
FIDUCIENT ADVISORS LLC3 years Service code 26 · EIN 36-4001764 | Advisory (Participants) | $68,225 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $17,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$149,114 |
Form 5500 reported that benefits due were not provided when due.
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 | $145,360 | $104,631+38.9% | $98,439+47.7% | $80,160+81.3% |
| Participation rate | 98.9% | 87.5%+11.3pp | 75.2%+23.7pp | 72.9%+25.9pp |
| Annual return | 18.90% | 34.72%-15.8pp | 21.16%-2.3pp | 40.38%-21.5pp |
| Employer contribution / active EE | $6,587 | $4,517+45.8% | $3,048+116.1% | $2,978+121.2% |
| Participant deferral / active EE | $8,477 | $6,545+29.5% | $4,738+78.9% | $5,017+69.0% |
| Admin fee / account holder | $101 | $105-3.8% | $8,948-98.9% | $145-30.4% |