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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $182,758 |
WARREN AVERETT, LLC1+ years Service code 10 · EIN 45-4084437 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$110,017 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,010 | $107,045+78.4% | $108,745+75.6% | $63,975+198.6% |
| Participation rate | 96.6% | 81.9%+14.6pp | 77.7%+18.9pp | 71.1%+25.4pp |
| Annual return | 8.81% | 18.14%-9.3pp | 46.22%-37.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $5,487 | $2,651+107.0% | $3,323+65.1% | $2,182+151.5% |
| Participant deferral / active EE | $9,848 | $4,292+129.5% | $5,121+92.3% | $3,356+193.4% |
| Admin fee / account holder | $37 | $67-44.6% | $6,144-99.4% | $70-47.2% |