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 9-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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,962 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,563 |
WEINBERG & CO. LA, LLP4 years Service code 10 · EIN 27-4113811 | Accounting | $12,500 |
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 | $165,382 | $122,693+34.8% | $184,203-10.2% | $199,593-17.1% |
| Participation rate | 77.5% | 86.8%-9.2pp | 86.8%-9.3pp | 72.0%+5.6pp |
| Annual return | 17.31% | 143.91%-126.6pp | 28.81%-11.5pp | 34.25%-16.9pp |
| Employer contribution / active EE | $1,822 | $4,584-60.3% | $6,427-71.7% | $3,034-40.0% |
| Participant deferral / active EE | $11,861 | $7,990+48.4% | $9,131+29.9% | $5,087+133.2% |
| Admin fee / account holder | $39 | $121-68.0% | $13,901-99.7% | $269-85.7% |