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 7-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) | $279,682 |
Service code 37 · EIN 04-2647786 | Loan Processing | $207,807 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $102,500 |
MELTON & MELTON LLP6 years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $25,000 |
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 | $197,530 | $103,641+90.6% | $107,525+83.7% | $102,872+92.0% |
| Participation rate | 70.7% | 79.4%-8.7pp | 75.1%-4.3pp | 73.0%-2.3pp |
| Annual return | 15.68% | 13.08%+2.6pp | 181.32%-165.6pp | 19.06%-3.4pp |
| Employer contribution / active EE | $4,945 | $5,096-3.0% | $3,754+31.7% | $3,526+40.2% |
| Participant deferral / active EE | $11,683 | $3,789+208.3% | $5,116+128.4% | $5,535+111.1% |
| Admin fee / account holder | $195 | $276-29.3% | $8,919-97.8% | $292-33.2% |