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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $377,109 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $304,616 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $132,750 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
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 | $105,543 | $119,627-11.8% | $146,958-28.2% | $99,062+6.5% |
| Participation rate | 77.0% | 73.4%+3.6pp | 82.2%-5.2pp | 71.6%+5.4pp |
| Annual return | 16.34% | 28.82%-12.5pp | 418.34%-402.0pp | 17.66%-1.3pp |
| Employer contribution / active EE | $3,082 | $4,153-25.8% | $4,933-37.5% | $3,262-5.5% |
| Participant deferral / active EE | $11,136 | $7,997+39.2% | $8,070+38.0% | $5,331+108.9% |
| Admin fee / account holder | $56 | $150-62.6% | $12,998-99.6% | $109-48.7% |