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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $146,735 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,295 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 28 · EIN 36-3109431 | Investment Management | $75,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,005 |
DENTONS US LLP6 years Service code 29 · EIN 36-1796730 | Legal | $9,780 |
Filed as: FIDELITY INVESTMENTS INSTITUATIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $134,883 | $110,299+22.3% | $102,423+31.7% | $199,593-32.4% |
| Participation rate | 93.8% | 86.3%+7.5pp | 76.5%+17.3pp | 72.0%+21.8pp |
| Annual return | 14.63% | 35.73%-21.1pp | 29.32%-14.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $6,884 | $3,603+91.1% | $3,023+127.7% | $3,034+126.9% |
| Participant deferral / active EE | $7,084 | $6,376+11.1% | $5,053+40.2% | $5,087+39.3% |
| Admin fee / account holder | $69 | $122-43.2% | $9,451-99.3% | $269-74.2% |