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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,876 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,039 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $22,500 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $5,000 |
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 | $94,413 | $82,783+14.0% | $133,956-29.5% | $90,288+4.6% |
| Participation rate | 97.9% | 81.3%+16.6pp | 79.8%+18.0pp | 73.4%+24.5pp |
| Annual return | 14.82% | 21.89%-7.1pp | 45.09%-30.3pp | 53.97%-39.1pp |
| Employer contribution / active EE | $3,767 | $2,388+57.7% | $3,919-3.9% | $2,524+49.3% |
| Participant deferral / active EE | $5,837 | $4,291+36.0% | $5,048+15.6% | $4,232+37.9% |
| Admin fee / account holder | $50 | $93-46.3% | $8,927-99.4% | $114-56.3% |