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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $309,264 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $111,997 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $107,986 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $36,831 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,267 | $140,769-25.2% | $101,326+3.9% | $140,769-25.2% |
| Participation rate | 89.0% | 74.2%+14.8pp | 81.5%+7.5pp | 74.2%+14.8pp |
| Annual return | 16.72% | 16.82%-0.1pp | 36.82%-20.1pp | 16.82%-0.1pp |
| Employer contribution / active EE | $1,438 | $3,906-63.2% | $3,665-60.8% | $3,906-63.2% |
| Participant deferral / active EE | $5,278 | $6,717-21.4% | $7,994-34.0% | $6,717-21.4% |
| Admin fee / account holder | $26 | $229-88.5% | $11,185-99.8% | $229-88.5% |