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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,868 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,945 |
Filed as: ROSENBERG RICH BAKER BERMAN PA Service code 10 · EIN 22-3271252 | Accounting | $26,000 |
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 | $199,696 | $115,744+72.5% | $100,391+98.9% | $199,593+0.1% |
| Participation rate | 96.6% | 85.7%+10.9pp | 81.5%+15.1pp | 72.0%+24.6pp |
| Annual return | 18.44% | 17.79%+0.7pp | 49.20%-30.8pp | 34.25%-15.8pp |
| Employer contribution / active EE | $5,781 | $3,657+58.1% | $3,942+46.7% | $3,034+90.5% |
| Participant deferral / active EE | $9,644 | $9,844-2.0% | $8,082+19.3% | $5,087+89.6% |
| Admin fee / account holder | $67 | $93-28.2% | $7,899-99.2% | $269-75.2% |