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) | $37,618 |
PORTFOLIO EVALUATIONS, INC.8+ years Service code 16 · EIN 22-3189064 | Consulting | $23,534 |
EISNERAMPER LLP8+ years Service code 10 · EIN 87-1363769 | Accounting | $23,100 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $11,941 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$96,349 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,221 | $82,202+302.9% | $125,339+164.3% | $64,808+411.1% |
| Participation rate | 97.0% | 77.9%+19.2pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | -18.78% | 3.48%-22.3pp | 572.05%-590.8pp | 32.82%-51.6pp |
| Employer contribution / active EE | $8,735 | $3,615+141.6% | $4,814+81.5% | $2,506+248.6% |
| Participant deferral / active EE | $13,435 | $7,175+87.2% | $7,446+80.4% | $4,310+211.7% |
| Admin fee / account holder | $105 | $163-35.7% | $10,010-99.0% | $188-44.1% |