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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $188,205 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $138,049 |
AMERICAN FUNDS11+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $114,375 |
THE WAGNER LAW GROUP9 years Service code 29 · EIN 04-3323315 | Legal | $10,327 |
LOEB & LOEB LLP1 year Service code 29 · EIN 95-1780806 | Legal | $5,624 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $158,466 | $84,030+88.6% | $126,539+25.2% | $102,872+54.0% |
| Participation rate | 95.3% | 58.3%+37.1pp | 69.8%+25.5pp | 73.0%+22.3pp |
| Annual return | 17.01% | 17.79%-0.8pp | 425.95%-408.9pp | 19.06%-2.0pp |
| Employer contribution / active EE | $5,230 | $3,287+59.1% | $3,674+42.4% | $3,526+48.3% |
| Participant deferral / active EE | $13,001 | $3,749+246.8% | $4,083+218.5% | $5,535+134.9% |
| Admin fee / account holder | $145 | $299-51.5% | $6,065-97.6% | $292-50.3% |