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) | $31,808 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $18,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$88,237 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $144,025 | $53,165+170.9% | $86,188+67.1% | $74,419+93.5% |
| Participation rate | 82.0% | 64.9%+17.1pp | 69.0%+13.0pp | 70.7%+11.3pp |
| Annual return | 18.46% | 22.64%-4.2pp | 1168.45%-1150.0pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,003 | $1,210+65.5% | $2,380-15.8% | $2,637-24.1% |
| Participant deferral / active EE | $5,904 | $3,234+82.5% | $3,985+48.2% | $4,528+30.4% |
| Admin fee / account holder | -$85 | $551-115.4% | $6,852-101.2% | $348-124.4% |