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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,863 |
MELTON & MELTON LLP3+ years Service code 10 · EIN 74-1550819 | Accounting | $17,118 |
GARY A NAGLER PLLC1 year Filed as: GARY A. NAGLER & ASSOCIATES Service code 29 · EIN 76-0622745 | Legal | $5,580 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $158,523 | $88,770+78.6% | $109,143+45.2% | $93,030+70.4% |
| Participation rate | 50.4% | 81.5%-31.1pp | 75.9%-25.5pp | 73.9%-23.5pp |
| Annual return | 14.77% | 60.64%-45.9pp | 25.75%-11.0pp | 158.70%-143.9pp |
| Employer contribution / active EE | $2,067 | $3,780-45.3% | $3,722-44.5% | $2,706-23.6% |
| Participant deferral / active EE | $4,856 | $3,630+33.8% | $4,653+4.4% | $4,562+6.4% |
| Admin fee / account holder | $42 | $172-75.8% | $6,752-99.4% | $152-72.5% |